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Bouvel Investment Partners, LLC Historic Quarter Change: USA Other Stocks, Added

Bouvel Investment Partners, LLC historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Bouvel Investment Partners, LLC opened 2 positions, added to 7, reduced 0 and sold out of 5.

  • Q3 2024: Stock CHARGEPOINT HOLDINGS INC; Country of operation United States; Class COM CL A; Shares before 312,419.
  • Q2 2024: Stock ALTUS POWER INC; Country of operation United States; Class COM CL A; Shares before 305,673.
  • Q2 2024: Stock ITERIS INC NEW; Country of operation United States; Class COM; Shares before 301,740.
  • Q2 2024: Stock CHARGEPOINT HOLDINGS INC; Country of operation United States; Class COM CL A; Shares before 303,264.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1839122), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024CHARGEPOINT HOLDINGS INC
CUSIP 15961R105
United StatesCOM CL A312,419316,362+3,943$471,753$433,416-$38,3372024-11-05
Q2 2024ALTUS POWER INC
CUSIP 02217A102
United StatesCOM CL A305,673305,730+57$1,461,117$1,198,462-$262,6552024-07-12
Q2 2024ITERIS INC NEW
CUSIP 46564T107
United StatesCOM301,740301,980+240$1,490,596$1,307,573-$183,0232024-07-12
Q2 2024CHARGEPOINT HOLDINGS INC
CUSIP 15961R105
United StatesCOM CL A303,264312,419+9,155$576,202$471,753-$104,4492024-07-12
Q1 2024ALTUS POWER INC
CUSIP 02217A102
United StatesCOM CL A297,378305,673+8,295$2,031,092$1,461,117-$569,9752024-04-16
Q1 2024CHARGEPOINT HOLDINGS INC
CUSIP 15961R105
United StatesCOM CL A127,018303,264+176,246$297,222$576,202+$278,9802024-04-16
Q1 2024ITERIS INC NEW
CUSIP 46564T107
United StatesCOM294,890301,740+6,850$1,533,428$1,490,596-$42,8322024-04-16

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