Wetherby Asset Management Inc

SEC CIK: 0001279627
Latest filing: Nov 14, 2025

SEC filings (opens in a new tab)

CHPT holding history

ChargePoint Holdings, Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHPT overview All 13F holders of CHPT Full Q3 2025 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of CHPT by Wetherby Asset Management Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−14,923−100.0%	Sold out	Holders
Q1 2024	14,923	$28.4K	<0.1%	+1,738+13.2%	Added	Holders
Q4 2023	13,185	$30.9K	<0.1%	+13,185	New	Holders