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CarsonAllaria Wealth Management’s ChargePoint CHPT Stock Holding History

CarsonAllaria Wealth 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
2024
Q1 		– Sell
-3
Closed -$152 – 398
2023
Q4 		$152 Sell
3
-3
-50% -$168 ﹤0.01% 352
2023
Q3 		$572 Hold
6
– – ﹤0.01% 347
2023
Q2 		$1.01K Hold
6
– – ﹤0.01% 352
2023
Q1 		$1.2K Hold
6
– – ﹤0.01% 326
2022
Q4 		$1K Hold
6
– – ﹤0.01% 308
2022
Q3 		$2K Buy
6
+3
+100% +$910 ﹤0.01% 274
2022
Q2 		$1K Hold
3
– – ﹤0.01% 304
2022
Q1 		$1K Hold
3
– – ﹤0.01% 316
2021
Q4 		$1K Buy
+3
New +$1.33K ﹤0.01% 335

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CarsonAllaria Wealth Management's CHPT Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 3 shares — an estimated $152 sold.

CarsonAllaria Wealth Management first reported a position in CHPT in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • CarsonAllaria Wealth Management reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 3 ChargePoint shares in Q1 2024, an estimated $152.
  • CarsonAllaria Wealth Management first reported a position in ChargePoint in Q4 2021 and held it in 9 quarters.
  • CarsonAllaria Wealth Management's ChargePoint position peaked at $2K in Q3 2022.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.