FP
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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 $5.7T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return