Global Wealth Management Investment Advisory’s ChargePoint CHPT Stock Holding History

Global Wealth Management Investment Advisory’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	-40	Closed	-$1.87K	–	193
2023 Q4	$1.87K	Hold	40	–	–	﹤0.01%	400
2023 Q3	$3.98K	Hold	40	–	–	﹤0.01%	342
2023 Q2	$7.03K	Buy	+40	New	+$7.01K	﹤0.01%	320
2022 Q3	–	Sell	-40	Closed	-$11K	–	200
2022 Q2	$11K	Hold	40	–	–	﹤0.01%	277
2022 Q1	$16K	Hold	40	–	–	﹤0.01%	272
2021 Q4	$15K	Sell	40 -65	-62%	-$28.8K	﹤0.01%	276
2021 Q3	$42K	Buy	105 +1	+1%	+$466	0.01%	211
2021 Q2	$72K	Buy	104 +79	+316%	+$41.8K	0.02%	180
2021 Q1	$13K	Buy	+25	New	+$16.9K	﹤0.01%	286

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Global Wealth Management Investment Advisory's CHPT Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 40 shares — an estimated $1.87K sold.

Global Wealth Management Investment Advisory first reported a position in CHPT in Q1 2021 and held it in 9 quarters. The position peaked at $72K in Q2 2021. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 40 ChargePoint shares in Q1 2024, an estimated $1.87K.
Global Wealth Management Investment Advisory first reported a position in ChargePoint in Q1 2021 and held it in 9 quarters.
Global Wealth Management Investment Advisory's ChargePoint position peaked at $72K in Q2 2021.
364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.