HB Wealth Management
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HB Wealth Management’s ChargePoint CHPT Stock Holding History

HB 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
2023
Q3 		– Sell
-25
Closed -$4.39K – 765
2023
Q2 		$4.39K Hold
25
– – ﹤0.01% 729
2023
Q1 		$5.24K Hold
25
– – ﹤0.01% 715
2022
Q4 		$4.76K Buy
+25
New +$6.08K ﹤0.01% 688

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HB Wealth Management's CHPT Position: Q4 2024 in Review

HB Wealth Management sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 1,687 shares — an estimated $46.2K sold.

HB Wealth Management first reported a position in CHPT in Q4 2022 and held it in 8 quarters. The position peaked at $319K in Q1 2023. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • HB Wealth Management reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • HB Wealth Management sold 1,687 ChargePoint shares in Q4 2024, an estimated $46.2K.
  • HB Wealth Management first reported a position in ChargePoint in Q4 2022 and held it in 8 quarters.
  • HB Wealth Management's ChargePoint position peaked at $319K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.