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ICA Group Wealth Management’s ChargePoint CHPT Stock Holding History

ICA Group 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
2024
Q2 		– Sell
-40
Closed -$1.52K – 862
2024
Q1 		$1.52K Hold
40
– – ﹤0.01% 1203
2023
Q4 		$1.87K Buy
+40
New +$2.24K ﹤0.01% 1186
2023
Q3 		– Sell
-28
Closed -$4.83K – 382
2023
Q2 		$4.83K Hold
28
– – ﹤0.01% 984
2023
Q1 		$5.76K Hold
28
– – ﹤0.01% 917
2022
Q4 		$5.24K Buy
+28
New +$6.8K ﹤0.01% 955

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
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

ICA Group Wealth Management's CHPT Position: Q2 2024 in Review

ICA Group Wealth Management sold out of ChargePoint (CHPT) in Q2 2024, closing a stake of 40 shares — an estimated $1.52K sold.

ICA Group Wealth Management first reported a position in CHPT in Q4 2022 and held it in 5 quarters. The position peaked at $5.76K in Q1 2023. 333 funds tracked by Wall St. Rank hold CHPT as of Q2 2024.

  • ICA Group Wealth Management reported no remaining ChargePoint position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 40 ChargePoint shares in Q2 2024, an estimated $1.52K.
  • ICA Group Wealth Management first reported a position in ChargePoint in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's ChargePoint position peaked at $5.76K in Q1 2023.
  • 333 funds tracked by Wall St. Rank held ChargePoint as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.