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Beacon Pointe Advisors’s ChargePoint CHPT Stock Holding History

Beacon Pointe Advisors’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
-677
Closed -$18.5K – 1220
2024
Q3 		$18.5K Sell
677
-226
-25% -$7.86K ﹤0.01% 1215
2024
Q2 		$27.3K Sell
903
-80
-8% -$2.6K ﹤0.01% 1252
2024
Q1 		$37.4K Sell
983
-66
-6% -$2.59K ﹤0.01% 1335
2023
Q4 		$49.1K Sell
1,049
-513
-33% -$28.7K ﹤0.01% 1299
2023
Q3 		$155K Buy
1,562
+434
+38% +$63K ﹤0.01% 1252
2023
Q2 		$198K Sell
1,128
-251
-18% -$44K ﹤0.01% 1016
2023
Q1 		$289K Sell
1,379
-359
-21% -$78.2K ﹤0.01% 952
2022
Q4 		$331K Sell
1,738
-364
-17% -$88.5K 0.01% 829
2022
Q3 		$620K Buy
2,102
+318
+18% +$96.5K 0.01% 580
2022
Q2 		$490K Buy
1,784
+9
+0.5% +$2.49K 0.01% 659
2022
Q1 		$706K Buy
1,775
+341
+24% +$105K 0.01% 713
2021
Q4 		$546K Sell
1,434
-198
-12% -$87.7K 0.01% 545
2021
Q3 		$652K Buy
1,632
+629
+63% +$293K 0.02% 483
2021
Q2 		$697K Buy
1,003
+229
+30% +$121K 0.02% 403
2021
Q1 		$415K Buy
+774
New +$522K 0.03% 322

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 $1.88T 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Beacon Pointe Advisors's CHPT Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 677 shares — an estimated $18.5K sold.

Beacon Pointe Advisors first reported a position in CHPT in Q1 2021 and held it in 15 quarters. The position peaked at $706K in Q1 2022. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 677 ChargePoint shares in Q4 2024, an estimated $18.5K.
  • Beacon Pointe Advisors first reported a position in ChargePoint in Q1 2021 and held it in 15 quarters.
  • Beacon Pointe Advisors's ChargePoint position peaked at $706K in Q1 2022.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.