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Baystate Wealth Management’s ChargePoint CHPT Stock Holding History

Baystate Wealth Management’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 		$257 Hold
6
– – ﹤0.01% 1248
2023
Q3 		$547 Hold
6
– – ﹤0.01% 935
2023
Q2 		$967 Hold
6
– – ﹤0.01% 936
2023
Q1 		$1.15K Buy
+6
New +$1.31K ﹤0.01% 912

Other funds holding CHPT

Vanguard Group
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baystate Wealth Management's CHPT Position: Q4 2023 in Review

Baystate Wealth Management held its ChargePoint (CHPT) position steady in Q4 2023 at 6 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Baystate Wealth Management first reported a position in CHPT in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.15K in Q1 2023. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • Baystate Wealth Management held 6 shares of ChargePoint worth $257 as of Q4 2023.
  • Baystate Wealth Management left its ChargePoint share count unchanged in Q4 2023.
  • ChargePoint made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1248 holding.
  • Baystate Wealth Management first reported a position in ChargePoint in Q1 2023 and has held it in 4 quarters since.
  • Baystate Wealth Management's ChargePoint position peaked at $1.15K in Q1 2023.
  • 381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.