Aspiriant LLC’s ChargePoint CHPT Stock Holding History

Aspiriant LLC’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	-25,000	Closed	-$1.17M	–	320
2023 Q4	$1.17M	Hold	25,000	–	–	0.05%	135
2023 Q3	$2.48M	Buy	+25,000	New	+$3.63M	0.13%	77

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aspiriant LLC's CHPT Position: Q1 2024 in Review

Aspiriant LLC sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 25,000 shares — an estimated $1.17M sold.

Aspiriant LLC first reported a position in CHPT in Q3 2023 and held it in 2 quarters. The position peaked at $2.48M in Q3 2023. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

Aspiriant LLC reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
Aspiriant LLC sold 25,000 ChargePoint shares in Q1 2024, an estimated $1.17M.
Aspiriant LLC first reported a position in ChargePoint in Q3 2023 and held it in 2 quarters.
Aspiriant LLC's ChargePoint position peaked at $2.48M in Q3 2023.
364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Aspiriant LLC's 13F filing for Q1 2024, filed 15 Apr 2024.