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Equitable Holdings’s ChargePoint CHPT Stock Holding History

Equitable Holdings’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
-625
Closed -$29.2K – 1169
2023
Q4 		$29.2K Sell
625
-30
-5% -$1.68K ﹤0.01% 1124
2023
Q3 		$65.1K Buy
655
+85
+15% +$12.3K ﹤0.01% 1049
2023
Q2 		$100K Buy
+570
New +$99.9K ﹤0.01% 1015

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

Equitable Holdings's CHPT Position: Q1 2024 in Review

Equitable Holdings sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 625 shares — an estimated $29.2K sold.

Equitable Holdings first reported a position in CHPT in Q2 2023 and held it in 3 quarters. The position peaked at $100K in Q2 2023. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • Equitable Holdings reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
  • Equitable Holdings sold 625 ChargePoint shares in Q1 2024, an estimated $29.2K.
  • Equitable Holdings first reported a position in ChargePoint in Q2 2023 and held it in 3 quarters.
  • Equitable Holdings's ChargePoint position peaked at $100K in Q2 2023.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Equitable Holdings's 13F filing for Q1 2024, filed 14 May 2024.