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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

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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

Baldwin Wealth Partners's CHPT Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 11 shares — an estimated $319 sold.

Baldwin Wealth Partners first reported a position in CHPT in Q3 2021 and held it in 12 quarters. The position peaked at $4K in Q1 2022. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 11 ChargePoint shares in Q3 2024, an estimated $319.
  • Baldwin Wealth Partners first reported a position in ChargePoint in Q3 2021 and held it in 12 quarters.
  • Baldwin Wealth Partners's ChargePoint position peaked at $4K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.