BRWA
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B. Riley Wealth Advisors’s ChargePoint CHPT Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-521
Closed -$51.8K – 1423
2024
Q1 		$51.8K Buy
+521
New +$20.4K ﹤0.01% 1395
2023
Q4 		– Sell
-521
Closed -$51.8K – 1414
2023
Q3 		$51.8K Sell
521
-183
-26% -$26.5K ﹤0.01% 1395
2023
Q2 		$124K Buy
704
+15
+2% +$2.63K ﹤0.01% 1411
2023
Q1 		$144K Sell
689
-159
-19% -$34.6K ﹤0.01% 1341
2022
Q4 		$162K Buy
848
+178
+27% +$43.3K ﹤0.01% 1304
2022
Q3 		$198K Buy
+670
New +$203K 0.01% 1231
2022
Q2 		– Sell
-560
Closed -$223K – 1260
2022
Q1 		$223K Buy
+560
New +$173K 0.01% 1161
2021
Q3 		– Sell
-289
Closed -$201K – 1420
2021
Q2 		$201K Buy
+289
New +$153K 0.01% 1215
2021
Q1 		– Sell
-600
Closed -$481K – 1361
2020
Q4 		$481K Buy
+600
New +$302K 0.03% 549

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
AC
Antara Capital New York $30.2K AUM 5.24% 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 $12B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 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
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