Bogart Wealth LLC’s ChargePoint CHPT Stock Holding History

Bogart Wealth LLC’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	-27	Closed	-$727	–	1346
2024 Q3	$727	Hold	27	–	–	﹤0.01%	1045
2024 Q2	$802	Hold	27	–	–	﹤0.01%	1018
2024 Q1	$1.01K	Hold	27	–	–	﹤0.01%	965
2023 Q4	$1.24K	Sell	27 -28	-51%	-$1.57K	﹤0.01%	945
2023 Q3	$5.5K	Buy	55 +28	+104%	+$4.06K	﹤0.01%	696
2023 Q2	$4.67K	Hold	27	–	–	﹤0.01%	722
2023 Q1	$5.56K	Hold	27	–	–	﹤0.01%	692
2022 Q4	$5.06K	Hold	27	–	–	﹤0.01%	662
2022 Q3	$8K	Buy	27 +22	+440%	+$6.68K	﹤0.01%	588
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	823
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	667
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	643
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	624
2021 Q2	$3K	Buy	+5	New	+$2.65K	﹤0.01%	562

Other funds holding CHPT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return