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Avantax Advisory Services’s ChargePoint CHPT Stock Holding History

Avantax Advisory Services’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
-735
Closed -$22.2K – 2133
2024
Q2 		$22.2K Buy
735
+224
+44% +$7.29K ﹤0.01% 2054
2024
Q1 		$19.4K Sell
511
-4,137
-89% -$162K ﹤0.01% 1635
2023
Q4 		$218K Sell
4,648
-527
-10% -$29.5K ﹤0.01% 1432
2023
Q3 		$514K Buy
5,175
+712
+16% +$103K 0.01% 939
2023
Q2 		$785K Buy
4,463
+328
+8% +$57.5K 0.01% 772
2023
Q1 		$866K Buy
4,135
+64
+2% +$13.9K 0.01% 703
2022
Q4 		$776K Buy
4,071
+1,048
+35% +$255K 0.01% 712
2022
Q3 		$892K Buy
3,023
+1,799
+147% +$546K 0.01% 591
2022
Q2 		$335K Buy
+1,224
New +$339K 0.01% 957

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avantax Advisory Services's CHPT Position: Q3 2024 in Review

Avantax Advisory Services sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 735 shares — an estimated $22.2K sold.

Avantax Advisory Services first reported a position in CHPT in Q2 2022 and held it in 9 quarters. The position peaked at $892K in Q3 2022. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

  • Avantax Advisory Services reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 735 ChargePoint shares in Q3 2024, an estimated $22.2K.
  • Avantax Advisory Services first reported a position in ChargePoint in Q2 2022 and held it in 9 quarters.
  • Avantax Advisory Services's ChargePoint position peaked at $892K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.