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Glassman Wealth Services’s ChargePoint CHPT Stock Holding History

Glassman Wealth Services’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
-86
Closed -$4.01K – 511
2023
Q4 		$4.01K Sell
86
-6
-7% -$336 ﹤0.01% 1139
2023
Q3 		$9.16K Buy
+92
New +$13.3K ﹤0.01% 881
2023
Q1 		– Sell
-78
Closed -$14.8K – 1912
2022
Q4 		$14.8K Sell
78
-9
-10% -$2.19K ﹤0.01% 735
2022
Q3 		$26K Buy
87
+2
+2% +$607 0.01% 549
2022
Q2 		$23K Sell
85
-12
-12% -$3.33K ﹤0.01% 586
2022
Q1 		$39K Buy
97
+76
+362% +$23.4K 0.01% 464
2021
Q4 		$8K Sell
21
-72
-77% -$31.9K ﹤0.01% 857
2021
Q3 		$37K Hold
93
– – 0.01% 420
2021
Q2 		$64K Buy
93
+18
+24% +$9.53K 0.01% 301
2021
Q1 		$40K Buy
+75
New +$50.6K 0.01% 367

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

Glassman Wealth Services's CHPT Position: Q1 2024 in Review

Glassman Wealth Services sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 86 shares — an estimated $4.01K sold.

Glassman Wealth Services first reported a position in CHPT in Q1 2021 and held it in 10 quarters. The position peaked at $64K in Q2 2021. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • Glassman Wealth Services reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 86 ChargePoint shares in Q1 2024, an estimated $4.01K.
  • Glassman Wealth Services first reported a position in ChargePoint in Q1 2021 and held it in 10 quarters.
  • Glassman Wealth Services's ChargePoint position peaked at $64K in Q2 2021.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.