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	–	1345
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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bogart Wealth LLC's CHPT Position: Q4 2024 in Review

Bogart Wealth LLC sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 27 shares — an estimated $727 sold.

Bogart Wealth LLC first reported a position in CHPT in Q2 2021 and held it in 14 quarters. The position peaked at $8K in Q3 2022. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

Bogart Wealth LLC reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
Bogart Wealth LLC sold 27 ChargePoint shares in Q4 2024, an estimated $727.
Bogart Wealth LLC first reported a position in ChargePoint in Q2 2021 and held it in 14 quarters.
Bogart Wealth LLC's ChargePoint position peaked at $8K in Q3 2022.
292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.