Janiczek Wealth Management’s ChargePoint CHPT Stock Holding History

Janiczek 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	-5	Closed	-$190	–	1096
2024 Q1	$190	Hold	5	–	–	﹤0.01%	1051
2023 Q4	$234	Hold	5	–	–	﹤0.01%	1049
2023 Q3	$497	Hold	5	–	–	﹤0.01%	973
2023 Q2	$879	Hold	5	–	–	﹤0.01%	859
2023 Q1	$872	Hold	5	–	–	﹤0.01%	859
2022 Q4	$1.14K	Hold	5	–	–	﹤0.01%	846
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	816
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	765
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	756
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	815
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	799
2021 Q2	$3K	Buy	+5	New	+$2.65K	﹤0.01%	714

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

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

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

Janiczek Wealth Management sold out of ChargePoint (CHPT) in Q2 2024, closing a stake of 5 shares — an estimated $190 sold.

Janiczek Wealth Management first reported a position in CHPT in Q2 2021 and held it in 12 quarters. The position peaked at $3K in Q2 2021. 333 funds tracked by Wall St. Rank hold CHPT as of Q2 2024.

Janiczek Wealth Management reported no remaining ChargePoint position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 5 ChargePoint shares in Q2 2024, an estimated $190.
Janiczek Wealth Management first reported a position in ChargePoint in Q2 2021 and held it in 12 quarters.
Janiczek Wealth Management's ChargePoint position peaked at $3K in Q2 2021.
333 funds tracked by Wall St. Rank held ChargePoint as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.