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Cranbrook Wealth Management’s ChargePoint CHPT Stock Holding History

Cranbrook 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
2023
Q4 		– Sell
-150
Closed -$14.9K – 310
2023
Q3 		$14.9K Hold
150
– – ﹤0.01% 204
2023
Q2 		$26.4K Hold
150
– – 0.01% 186
2023
Q1 		$31.4K Hold
150
– – 0.01% 175
2022
Q4 		$28.6K Hold
150
– – 0.01% 182
2022
Q3 		$44K Hold
150
– – 0.01% 174
2022
Q2 		$41K Hold
150
– – 0.01% 183
2022
Q1 		$60K Hold
150
– – 0.01% 169
2021
Q4 		$57K Buy
150
+50
+50% +$22.2K 0.01% 171
2021
Q3 		$40K Buy
+100
New +$46.6K 0.01% 209

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

Cranbrook Wealth Management's CHPT Position: Q4 2023 in Review

Cranbrook Wealth Management sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 150 shares — an estimated $14.9K sold.

Cranbrook Wealth Management first reported a position in CHPT in Q3 2021 and held it in 9 quarters. The position peaked at $60K in Q1 2022. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • Cranbrook Wealth Management reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
  • Cranbrook Wealth Management sold 150 ChargePoint shares in Q4 2023, an estimated $14.9K.
  • Cranbrook Wealth Management first reported a position in ChargePoint in Q3 2021 and held it in 9 quarters.
  • Cranbrook Wealth Management's ChargePoint position peaked at $60K in Q1 2022.
  • 381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Cranbrook Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.