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Beaird Harris Wealth Management’s ChargePoint CHPT Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-5
Closed -$151 – 546
2024
Q2 		$151 Hold
5
– – ﹤0.01% 653
2024
Q1 		$190 Hold
5
– – ﹤0.01% 613
2023
Q4 		$234 Hold
5
– – ﹤0.01% 587
2023
Q3 		$497 Hold
5
– – ﹤0.01% 417
2023
Q2 		$879 Hold
5
– – ﹤0.01% 406
2023
Q1 		$1.05K Buy
+5
New +$1.09K ﹤0.01% 407
2022
Q1 		– Sell
-5
Closed -$2K – 627
2021
Q4 		$2K Buy
+5
New +$2.22K ﹤0.01% 559

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beaird Harris Wealth Management's CHPT Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 5 shares — an estimated $151 sold.

Beaird Harris Wealth Management first reported a position in CHPT in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 5 ChargePoint shares in Q3 2024, an estimated $151.
  • Beaird Harris Wealth Management first reported a position in ChargePoint in Q4 2021 and held it in 7 quarters.
  • Beaird Harris Wealth Management's ChargePoint position peaked at $2K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.