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Meridian Wealth Management’s ChargePoint CHPT Stock Holding History

Meridian 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
2023
Q4 		– Sell
-1,091
Closed -$108K – 595
2023
Q3 		$108K Buy
1,091
+153
+16% +$22.2K 0.01% 524
2023
Q2 		$165K Buy
938
+89
+10% +$15.6K 0.01% 518
2023
Q1 		$178K Sell
849
-82
-9% -$17.9K 0.02% 512
2022
Q4 		$177K Buy
+931
New +$226K 0.02% 494

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
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 $3.37T AUM 44.26% 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

Meridian Wealth Management's CHPT Position: Q4 2023 in Review

Meridian Wealth Management sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 1,091 shares — an estimated $108K sold.

Meridian Wealth Management first reported a position in CHPT in Q4 2022 and held it in 4 quarters. The position peaked at $178K in Q1 2023. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • Meridian Wealth Management reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
  • Meridian Wealth Management sold 1,091 ChargePoint shares in Q4 2023, an estimated $108K.
  • Meridian Wealth Management first reported a position in ChargePoint in Q4 2022 and held it in 4 quarters.
  • Meridian Wealth Management's ChargePoint position peaked at $178K in Q1 2023.
  • 381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.