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Bell Investment Advisors’s ChargePoint CHPT Stock Holding History

Bell Investment 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
Q2 		– Sell
-13
Closed -$485 – 1948
2024
Q1 		$485 Buy
+13
New +$510 ﹤0.01% 1833
2023
Q4 		– Sell
-10
Closed -$970 – 1928
2023
Q3 		$970 Hold
10
– – ﹤0.01% 1585
2023
Q2 		$1.72K Sell
10
-4
-29% -$701 ﹤0.01% 1377
2023
Q1 		$2.88K Hold
14
– – ﹤0.01% 1064
2022
Q4 		$2.61K Sell
14
-5
-26% -$1.22K ﹤0.01% 1147
2022
Q3 		$6K Buy
19
+10
+111% +$3.04K ﹤0.01% 577
2022
Q2 		$2K Buy
+9
New +$2.49K ﹤0.01% 1115
2021
Q4 		– Sell
-2
Closed -$1K – 1795
2021
Q3 		$1K Buy
+2
New +$931 ﹤0.01% 1310

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
AC
Antara Capital New York $30.2K AUM 5.24% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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
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

Bell Investment Advisors's CHPT Position: Q2 2024 in Review

Bell Investment Advisors sold out of ChargePoint (CHPT) in Q2 2024, closing a stake of 13 shares — an estimated $485 sold.

Bell Investment Advisors first reported a position in CHPT in Q3 2021 and held it in 8 quarters. The position peaked at $6K in Q3 2022. 333 funds tracked by Wall St. Rank hold CHPT as of Q2 2024.

  • Bell Investment Advisors reported no remaining ChargePoint position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 13 ChargePoint shares in Q2 2024, an estimated $485.
  • Bell Investment Advisors first reported a position in ChargePoint in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's ChargePoint position peaked at $6K in Q3 2022.
  • 333 funds tracked by Wall St. Rank held ChargePoint as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.