Bank of Montreal
CHPT icon

Bank of Montreal’s ChargePoint CHPT Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-724
Closed -$19.8K – 3561
2024
Q3 		$19.8K Sell
724
-463
-39% -$16.1K ﹤0.01% 3578
2024
Q2 		$35.9K Sell
1,187
-3,136
-73% -$102K ﹤0.01% 3483
2024
Q1 		$165K Sell
4,323
-12,544
-74% -$492K ﹤0.01% 3128
2023
Q4 		$842K Buy
16,867
+4,624
+38% +$259K ﹤0.01% 2153
2023
Q3 		$1.38M Sell
12,243
-31,769
-72% -$4.61M ﹤0.01% 1891
2023
Q2 		$7.83M Sell
44,012
-19,032
-30% -$3.34M ﹤0.01% 1126
2023
Q1 		$13.5M Buy
63,044
+47,519
+306% +$10.4M 0.01% 819
2022
Q4 		$2.96M Buy
15,525
+7,265
+88% +$1.77M ﹤0.01% 1592
2022
Q3 		$2.6K Buy
8,260
+260
+3% +$78.9K ﹤0.01% 1690
2022
Q2 		$2.46K Buy
8,000
+3,007
+60% +$833K ﹤0.01% 1797
2022
Q1 		$1.93M Buy
4,993
+4,252
+574% +$1.31M ﹤0.01% 1952
2021
Q4 		$287K Buy
+741
New +$328K ﹤0.01% 2749
2021
Q2 		– Sell
-21
Closed -$12K – 3878
2021
Q1 		$12K Buy
+21
New +$14.2K ﹤0.01% 4267
2020
Q4 		– Sell
-20
Closed -$6K – 4947
2020
Q3 		$6K Sell
20
-14,325
-100% -$3.12M ﹤0.01% 4330
2020
Q2 		$2.9M Hold
14,345
– – ﹤0.01% 1446
2020
Q1 		$2.77M Hold
14,345
– – ﹤0.01% 1268
2019
Q4 		$2.81M Buy
+14,345
New +$2.8M ﹤0.01% 1689

Other funds holding CHPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal's CHPT Position: Q4 2024 in Review

Bank of Montreal sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 724 shares — an estimated $19.8K sold.

Bank of Montreal first reported a position in CHPT in Q4 2019 and held it in 17 quarters. The position peaked at $13.5M in Q1 2023. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • Bank of Montreal reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 724 ChargePoint shares in Q4 2024, an estimated $19.8K.
  • Bank of Montreal first reported a position in ChargePoint in Q4 2019 and held it in 17 quarters.
  • Bank of Montreal's ChargePoint position peaked at $13.5M in Q1 2023.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.