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Fernwood Investment Management’s ChargePoint CHPT Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-15
Closed -$570 – 276
2024
Q1 		$570 Buy
+15
New +$588 ﹤0.01% 697

Other funds holding CHPT

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
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

Fernwood Investment Management's CHPT Position: Q2 2024 in Review

Fernwood Investment Management sold out of ChargePoint (CHPT) in Q2 2024, closing a stake of 15 shares — an estimated $570 sold.

Fernwood Investment Management first reported a position in CHPT in Q1 2024 and held it in 1 quarter. The position peaked at $570 in Q1 2024. 333 funds tracked by Wall St. Rank hold CHPT as of Q2 2024.

  • Fernwood Investment Management reported no remaining ChargePoint position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 15 ChargePoint shares in Q2 2024, an estimated $570.
  • Fernwood Investment Management first reported a position in ChargePoint in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's ChargePoint position peaked at $570 in Q1 2024.
  • 333 funds tracked by Wall St. Rank held ChargePoint as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.