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Legacy Capital Wealth Partners’s ChargePoint CHPT Stock Holding History

Legacy Capital Wealth Partners’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
Q4 		– Sell
-725
Closed -$72.1K – 287
2023
Q3 		$72.1K Buy
+725
New +$105K 0.02% 278

Other funds holding CHPT

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Capital Wealth Partners's CHPT Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 725 shares — an estimated $72.1K sold.

Legacy Capital Wealth Partners first reported a position in CHPT in Q3 2023 and held it in 1 quarter. The position peaked at $72.1K in Q3 2023. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • Legacy Capital Wealth Partners reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 725 ChargePoint shares in Q4 2023, an estimated $72.1K.
  • Legacy Capital Wealth Partners first reported a position in ChargePoint in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's ChargePoint position peaked at $72.1K in Q3 2023.
  • 381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.