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Glass Jacobson Investment Advisors’s ChargePoint CHPT Stock Holding History

Glass Jacobson Investment Advisors’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
-406
Closed -$19K – 759
2023
Q4 		$19K Buy
+406
New +$22.7K 0.01% 448

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B 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

Glass Jacobson Investment Advisors's CHPT Position: Q1 2024 in Review

Glass Jacobson Investment Advisors sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 406 shares — an estimated $19K sold.

Glass Jacobson Investment Advisors first reported a position in CHPT in Q4 2023 and held it in 1 quarter. The position peaked at $19K in Q4 2023. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • Glass Jacobson Investment Advisors reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 406 ChargePoint shares in Q1 2024, an estimated $19K.
  • Glass Jacobson Investment Advisors first reported a position in ChargePoint in Q4 2023 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's ChargePoint position peaked at $19K in Q4 2023.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.