AWM
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AE Wealth Management’s ChargePoint CHPT Stock Holding History

AE Wealth Management’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
-1,524
Closed -$59.1K – 1290
2023
Q4 		$59.1K Sell
1,524
-71
-4% -$3.97K ﹤0.01% 1977
2023
Q3 		$159K Buy
1,595
+15
+0.9% +$2.18K ﹤0.01% 1806
2023
Q2 		$278K Hold
1,580
– – ﹤0.01% 1641
2023
Q1 		$331K Buy
1,580
+92
+6% +$20K ﹤0.01% 1506
2022
Q4 		$284K Sell
1,488
-419
-22% -$102K ﹤0.01% 1524
2022
Q3 		$563K Buy
1,907
+160
+9% +$48.6K ﹤0.01% 1192
2022
Q2 		$478K Buy
1,747
+920
+111% +$255K ﹤0.01% 1226
2022
Q1 		$329K Sell
827
-1,240
-60% -$382K ﹤0.01% 1384
2021
Q4 		$787K Buy
2,067
+1,562
+309% +$692K 0.01% 1045
2021
Q3 		$202K Buy
505
+81
+19% +$37.7K ﹤0.01% 1525
2021
Q2 		$294K Buy
+424
New +$224K ﹤0.01% 1349

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