WAS
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Winch Advisory Services’s ChargePoint CHPT Stock Holding History

Winch Advisory Services’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-42
Closed -$7K – 426
2023
Q2 		$7K Hold
42
– – ﹤0.01% 279
2023
Q1 		$9K Hold
42
– – ﹤0.01% 260
2022
Q4 		$8K Hold
42
– – ﹤0.01% 251
2022
Q3 		$12K Hold
42
– – 0.01% 207
2022
Q2 		$11K Hold
42
– – ﹤0.01% 220
2022
Q1 		$17K Hold
42
– – 0.01% 210
2021
Q4 		$16K Hold
42
– – 0.01% 230
2021
Q3 		$17K Hold
42
– – 0.01% 222
2021
Q2 		$29K Buy
+42
New +$22.2K 0.01% 164

Other funds holding CHPT

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BEVI
Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return