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Advisory Resource Group’s ChargePoint CHPT Stock Holding History

Advisory Resource Group’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
2024
Q1 		– Sell
-1,443
Closed -$67.5K – 161
2023
Q4 		$67.5K Hold
1,443
– – 0.02% 150
2023
Q3 		$143K Buy
1,443
+172
+14% +$24.9K 0.04% 151
2023
Q2 		$223K Hold
1,271
– – 0.06% 140
2023
Q1 		$266K Buy
1,271
+40
+3% +$8.71K 0.07% 133
2022
Q4 		$235K Sell
1,231
-198
-14% -$48.1K 0.07% 136
2022
Q3 		$422K Hold
1,429
– – 0.14% 85
2022
Q2 		$391K Sell
1,429
-147
-9% -$40.7K 0.13% 82
2022
Q1 		$626K Buy
1,576
+7
+0.4% +$2.16K 0.19% 63
2021
Q4 		$435K Buy
1,569
+154
+11% +$68.2K 0.15% 79
2021
Q3 		$566K Buy
+1,415
New +$659K 0.21% 73

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisory Resource Group's CHPT Position: Q1 2024 in Review

Advisory Resource Group sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 1,443 shares — an estimated $67.5K sold.

Advisory Resource Group first reported a position in CHPT in Q3 2021 and held it in 10 quarters. The position peaked at $626K in Q1 2022. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • Advisory Resource Group reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
  • Advisory Resource Group sold 1,443 ChargePoint shares in Q1 2024, an estimated $67.5K.
  • Advisory Resource Group first reported a position in ChargePoint in Q3 2021 and held it in 10 quarters.
  • Advisory Resource Group's ChargePoint position peaked at $626K in Q1 2022.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Advisory Resource Group's 13F filing for Q1 2024, filed 17 May 2024.