GWS
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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 – 514
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 $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