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Connectus Wealth’s ChargePoint CHPT Stock Holding History

Connectus Wealth’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 		$52K Buy
+1,368
New +$53.7K ﹤0.01% 370

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
State Street
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
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Connectus Wealth's CHPT Position: Q1 2024 in Review

Connectus Wealth opened a new position in ChargePoint (CHPT) in Q1 2024: 1,368 shares worth $52K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings.

364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • Connectus Wealth held 1,368 shares of ChargePoint worth $52K as of Q1 2024.
  • ChargePoint was a new Connectus Wealth position in Q1 2024.
  • ChargePoint made up ﹤0.01% of Connectus Wealth's portfolio in Q1 2024, its #370 holding.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.