HHM Wealth Advisors’s ChargePoint CHPT Stock Holding History

HHM Wealth 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 Q4	–	Sell	-4	Closed	-$111	–	1019
2024 Q3	$111	Hold	4	–	–	﹤0.01%	764
2024 Q2	$123	Hold	4	–	–	﹤0.01%	773
2024 Q1	$154	Hold	4	–	–	﹤0.01%	722
2023 Q4	$190	Hold	4	–	–	﹤0.01%	723
2023 Q3	$403	Hold	4	–	–	﹤0.01%	757
2023 Q2	$712	Hold	4	–	–	﹤0.01%	765
2023 Q1	$849	Hold	4	–	–	﹤0.01%	776
2022 Q4	$772	Hold	4	–	–	﹤0.01%	652
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	614
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	750
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	666
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	626
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	589
2021 Q2	$3K	Hold	4	–	–	﹤0.01%	556
2021 Q1	$2K	Buy	+4	New	+$2.7K	﹤0.01%	535

Other funds holding CHPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HHM Wealth Advisors's CHPT Position: Q4 2024 in Review

HHM Wealth Advisors sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 4 shares — an estimated $111 sold.

HHM Wealth Advisors first reported a position in CHPT in Q1 2021 and held it in 15 quarters. The position peaked at $3K in Q2 2021. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

HHM Wealth Advisors reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
HHM Wealth Advisors sold 4 ChargePoint shares in Q4 2024, an estimated $111.
HHM Wealth Advisors first reported a position in ChargePoint in Q1 2021 and held it in 15 quarters.
HHM Wealth Advisors's ChargePoint position peaked at $3K in Q2 2021.
292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.