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Bartlett & Co’s ChargePoint CHPT Stock Holding History

Bartlett & Co’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
2023
Q4 		$0 Buy
7
+2
+40% +$112 ﹤0.01% 1209
2023
Q3 		$0 Hold
5
– – ﹤0.01% 1142
2023
Q2 		$1K Buy
+5
New +$876 ﹤0.01% 1089

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bartlett & Co's CHPT Position: Q4 2023 in Review

Bartlett & Co increased its ChargePoint (CHPT) stake by 40% in Q4 2023, buying an estimated $112 and bringing the position to 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Bartlett & Co first reported a position in CHPT in Q2 2023 and has held it in 3 quarters since. The position peaked at $1K in Q2 2023. 382 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • Bartlett & Co held 7 shares of ChargePoint worth $0 as of Q4 2023.
  • Bartlett & Co bought 2 ChargePoint shares in Q4 2023, an estimated $112.
  • ChargePoint made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1209 holding.
  • Bartlett & Co first reported a position in ChargePoint in Q2 2023 and has held it in 3 quarters since.
  • Bartlett & Co's ChargePoint position peaked at $1K in Q2 2023.
  • 382 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.