Bank of Montreal
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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
Q2 		– Sell
-3,445
Closed -$132K – 3885
2024
Q1 		$132K Sell
3,445
-10,840
-76% -$425K ﹤0.01% 3211
2023
Q4 		$713K Buy
14,285
+3,445
+32% +$193K ﹤0.01% 2272
2023
Q3 		$1.22M Sell
10,840
-25,075
-70% -$3.64M ﹤0.01% 1949
2023
Q2 		$6.39M Buy
35,915
+24,905
+226% +$4.37M ﹤0.01% 1220
2023
Q1 		$2.36M Sell
11,010
-745
-6% -$162K ﹤0.01% 1618
2022
Q4 		$2.24M Buy
11,755
+8,630
+276% +$2.1M ﹤0.01% 1734
2022
Q3 		$983 Hold
3,125
– – ﹤0.01% 2187
2022
Q2 		$960 Buy
3,125
+2,745
+722% +$761K ﹤0.01% 2332
2022
Q1 		$147K Buy
+380
New +$117K ﹤0.01% 3559

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.