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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's CHPT Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of ChargePoint (CHPT) in Q2 2024, closing a stake of 521 shares — an estimated $51.8K sold.

B. Riley Wealth Advisors first reported a position in CHPT in Q4 2020 and held it in 9 quarters. The position peaked at $481K in Q4 2020. 333 funds tracked by Wall St. Rank hold CHPT as of Q2 2024.

B. Riley Wealth Advisors reported no remaining ChargePoint position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 521 ChargePoint shares in Q2 2024, an estimated $51.8K.
B. Riley Wealth Advisors first reported a position in ChargePoint in Q4 2020 and held it in 9 quarters.
B. Riley Wealth Advisors's ChargePoint position peaked at $481K in Q4 2020.
333 funds tracked by Wall St. Rank held ChargePoint as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.