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Baldwin Wealth Partners’s ChargePoint CHPT Stock Holding History

Baldwin Wealth Partners’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
-11
Closed -$319 – 1101
2024
Q2 		$319 Buy
11
+1
+10% +$33 ﹤0.01% 750
2024
Q1 		$380 Hold
10
– – ﹤0.01% 676
2023
Q4 		$468 Hold
10
– – ﹤0.01% 698
2023
Q3 		$994 Hold
10
– – ﹤0.01% 705
2023
Q2 		$1.76K Hold
10
– – ﹤0.01% 703
2023
Q1 		$2.09K Hold
10
– – ﹤0.01% 727
2022
Q4 		$1.91K Hold
10
– – ﹤0.01% 716
2022
Q3 		$3K Hold
10
– – ﹤0.01% 590
2022
Q2 		$3K Hold
10
– – ﹤0.01% 625
2022
Q1 		$4K Hold
10
– – ﹤0.01% 608
2021
Q4 		$4K Hold
10
– – ﹤0.01% 569
2021
Q3 		$4K Buy
+10
New +$4.66K ﹤0.01% 585

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
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
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