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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

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Nomura Holdings
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Geode Capital Management
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Point72 Asset Management
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Canada Pension Plan Investment Board
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return