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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 $5.7T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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
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
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return