FWM
CHPT icon

Focused Wealth Management’s ChargePoint CHPT Stock Holding History

Focused Wealth 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
2022
Q4 		– Sell
-600
Closed -$7K – 1105
2022
Q3 		$7K Sell
600
-500
-45% -$152K ﹤0.01% 546
2022
Q2 		$3K Buy
+1,100
New +$305K ﹤0.01% 682

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

Focused Wealth Management's CHPT Position: Q1 2024 in Review

Focused Wealth Management sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 28 shares — an estimated $1.29K sold.

Focused Wealth Management first reported a position in CHPT in Q1 2021 and held it in 12 quarters. The position peaked at $41K in Q2 2021. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • Focused Wealth Management reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 28 ChargePoint shares in Q1 2024, an estimated $1.29K.
  • Focused Wealth Management first reported a position in ChargePoint in Q1 2021 and held it in 12 quarters.
  • Focused Wealth Management's ChargePoint position peaked at $41K in Q2 2021.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.