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Belpointe Asset Management’s ChargePoint CHPT Stock Holding History

Belpointe Asset 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 		– Sell
-2,130
Closed -$212K – 711
2023
Q3 		$212K Sell
2,130
-1,394
-40% -$202K 0.02% 584
2023
Q2 		$620K Sell
3,524
-651
-16% -$114K 0.07% 262
2023
Q1 		$874K Buy
4,175
+2,130
+104% +$464K 0.05% 374
2022
Q4 		$390K Buy
+2,045
New +$497K 0.02% 639
2022
Q2 		– Sell
-316
Closed -$126K – 1158
2022
Q1 		$126K Buy
+316
New +$97.5K 0.01% 1108

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

Belpointe Asset Management's CHPT Position: Q4 2023 in Review

Belpointe Asset Management sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 2,130 shares — an estimated $212K sold.

Belpointe Asset Management first reported a position in CHPT in Q1 2022 and held it in 5 quarters. The position peaked at $874K in Q1 2023. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • Belpointe Asset Management reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,130 ChargePoint shares in Q4 2023, an estimated $212K.
  • Belpointe Asset Management first reported a position in ChargePoint in Q1 2022 and held it in 5 quarters.
  • Belpointe Asset Management's ChargePoint position peaked at $874K in Q1 2023.
  • 381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.