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Angeles Wealth Management’s ChargePoint CHPT Stock Holding History

Angeles 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
Q3 		– Sell
-625
Closed -$18.9K – 333
2024
Q2 		$18.9K Buy
+625
New +$20.3K ﹤0.01% 277

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Angeles Wealth Management's CHPT Position: Q3 2024 in Review

Angeles Wealth Management sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 625 shares — an estimated $18.9K sold.

Angeles Wealth Management first reported a position in CHPT in Q2 2024 and held it in 1 quarter. The position peaked at $18.9K in Q2 2024. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

  • Angeles Wealth Management reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 625 ChargePoint shares in Q3 2024, an estimated $18.9K.
  • Angeles Wealth Management first reported a position in ChargePoint in Q2 2024 and held it in 1 quarter.
  • Angeles Wealth Management's ChargePoint position peaked at $18.9K in Q2 2024.
  • 317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Angeles Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.