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First Trust Direct Indexing’s ChargePoint CHPT Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-703
Closed -$19.3K – 159
2024
Q3 		$19.3K Sell
703
-783
-53% -$27.2K ﹤0.01% 979
2024
Q2 		$44.9K Sell
1,486
-927
-38% -$30.2K ﹤0.01% 905
2024
Q1 		$91.7K Buy
+2,413
New +$94.7K 0.01% 785

Other funds holding CHPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Direct Indexing's CHPT Position: Q4 2024 in Review

First Trust Direct Indexing sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 703 shares — an estimated $19.3K sold.

First Trust Direct Indexing first reported a position in CHPT in Q1 2024 and held it in 3 quarters. The position peaked at $91.7K in Q1 2024. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 703 ChargePoint shares in Q4 2024, an estimated $19.3K.
  • First Trust Direct Indexing first reported a position in ChargePoint in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's ChargePoint position peaked at $91.7K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.