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Financial Perspectives’s ChargePoint CHPT Stock Holding History

Financial Perspectives’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
-62
Closed -$2.91K – 680
2023
Q4 		$2.91K Hold
62
– – ﹤0.01% 565
2023
Q3 		$6.18K Hold
62
– – ﹤0.01% 499
2023
Q2 		$10.9K Hold
62
– – ﹤0.01% 442
2023
Q1 		$13K Hold
62
– – 0.01% 415
2022
Q4 		$11.9K Hold
62
– – 0.01% 419
2022
Q3 		$18.4K Hold
62
– – 0.01% 357
2022
Q2 		$17K Hold
62
– – 0.01% 374
2022
Q1 		$24.7K Buy
62
+36
+138% +$11.1K 0.01% 343
2021
Q4 		$9.81K Buy
26
+11
+73% +$4.88K ﹤0.01% 444
2021
Q3 		$5.8K Buy
+15
New +$6.98K ﹤0.01% 496

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

Financial Perspectives's CHPT Position: Q1 2024 in Review

Financial Perspectives sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 62 shares — an estimated $2.91K sold.

Financial Perspectives first reported a position in CHPT in Q3 2021 and held it in 10 quarters. The position peaked at $24.7K in Q1 2022. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • Financial Perspectives reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
  • Financial Perspectives sold 62 ChargePoint shares in Q1 2024, an estimated $2.91K.
  • Financial Perspectives first reported a position in ChargePoint in Q3 2021 and held it in 10 quarters.
  • Financial Perspectives's ChargePoint position peaked at $24.7K in Q1 2022.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.