Legacy Financial Group (Iowa)’s ChargePoint CHPT Stock Holding History

Legacy Financial Group (Iowa)’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	-6	Closed	-$601	–	107
2023 Q3	$601	Buy	+6	New	+$870	﹤0.01%	535

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 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

Norges Bank Oslo, Norway $935B AUM

Legacy Financial Group (Iowa)'s CHPT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 6 shares — an estimated $601 sold.

Legacy Financial Group (Iowa) first reported a position in CHPT in Q3 2023 and held it in 1 quarter. The position peaked at $601 in Q3 2023. 382 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 6 ChargePoint shares in Q4 2023, an estimated $601.
Legacy Financial Group (Iowa) first reported a position in ChargePoint in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s ChargePoint position peaked at $601 in Q3 2023.
382 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.