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IHT Wealth Management’s ChargePoint CHPT Stock Holding History

IHT 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
-545
Closed -$20.7K – 1029
2024
Q1 		$20.7K Buy
545
+39
+8% +$1.53K ﹤0.01% 1006
2023
Q4 		$23.7K Sell
506
-78
-13% -$4.36K ﹤0.01% 969
2023
Q3 		$58.1K Sell
584
-668
-53% -$96.9K ﹤0.01% 936
2023
Q2 		$220K Buy
1,252
+38
+3% +$6.66K 0.01% 844
2023
Q1 		$254K Sell
1,214
-25
-2% -$5.45K 0.01% 758
2022
Q4 		$236K Sell
1,239
-37
-3% -$8.99K 0.01% 758
2022
Q3 		$377K Buy
+1,276
New +$387K 0.03% 537

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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
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

IHT Wealth Management's CHPT Position: Q2 2024 in Review

IHT Wealth Management sold out of ChargePoint (CHPT) in Q2 2024, closing a stake of 545 shares — an estimated $20.7K sold.

IHT Wealth Management first reported a position in CHPT in Q3 2022 and held it in 7 quarters. The position peaked at $377K in Q3 2022. 333 funds tracked by Wall St. Rank hold CHPT as of Q2 2024.

  • IHT Wealth Management reported no remaining ChargePoint position as of Q2 2024 after selling out during the quarter.
  • IHT Wealth Management sold 545 ChargePoint shares in Q2 2024, an estimated $20.7K.
  • IHT Wealth Management first reported a position in ChargePoint in Q3 2022 and held it in 7 quarters.
  • IHT Wealth Management's ChargePoint position peaked at $377K in Q3 2022.
  • 333 funds tracked by Wall St. Rank held ChargePoint as of Q2 2024.

Based on IHT Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.