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MinichMacGregor Wealth Management’s ChargePoint CHPT Stock Holding History

MinichMacGregor 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
Q1 		– Sell
-6
Closed -$1.17K – 183
2022
Q4 		$1.17K Buy
+6
New +$1.46K ﹤0.01% 621

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
BEVI
Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's CHPT Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of ChargePoint (CHPT) in Q1 2023, closing a stake of 6 shares — an estimated $1.17K sold.

MinichMacGregor Wealth Management first reported a position in CHPT in Q4 2022 and held it in 1 quarter. The position peaked at $1.17K in Q4 2022. 400 funds tracked by Wall St. Rank hold CHPT as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining ChargePoint position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6 ChargePoint shares in Q1 2023, an estimated $1.17K.
  • MinichMacGregor Wealth Management first reported a position in ChargePoint in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's ChargePoint position peaked at $1.17K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held ChargePoint as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.