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Daymark Wealth Partners’s ChargePoint CHPT Stock Holding History

Daymark Wealth Partners’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
Q3 		– Sell
-655
Closed -$19.8K – 516
2024
Q2 		$19.8K Sell
655
-25
-4% -$814 ﹤0.01% 495
2024
Q1 		$25.8K Hold
680
– – ﹤0.01% 429
2023
Q4 		$31.8K Buy
680
+150
+28% +$8.39K ﹤0.01% 400
2023
Q3 		$52.7K Buy
+530
New +$76.9K ﹤0.01% 376

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Daymark Wealth Partners's CHPT Position: Q3 2024 in Review

Daymark Wealth Partners sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 655 shares — an estimated $19.8K sold.

Daymark Wealth Partners first reported a position in CHPT in Q3 2023 and held it in 4 quarters. The position peaked at $52.7K in Q3 2023. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

  • Daymark Wealth Partners reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 655 ChargePoint shares in Q3 2024, an estimated $19.8K.
  • Daymark Wealth Partners first reported a position in ChargePoint in Q3 2023 and held it in 4 quarters.
  • Daymark Wealth Partners's ChargePoint position peaked at $52.7K in Q3 2023.
  • 317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Daymark Wealth Partners's 13F filing for Q3 2024, filed 8 Oct 2024.