NFG
CHPT icon

Nations Financial Group’s ChargePoint CHPT Stock Holding History

Nations Financial Group’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
Q3 		– Sell
-3,030
Closed -$533K – 622
2023
Q2 		$533K Hold
3,030
– – 0.05% 368
2023
Q1 		$634K Hold
3,030
– – 0.07% 308
2022
Q4 		$578K Hold
3,030
– – 0.06% 323
2022
Q3 		$894K Buy
3,030
+2,500
+472% +$759K 0.13% 192
2022
Q2 		$145K Buy
+530
New +$147K 0.02% 510

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nations Financial Group's CHPT Position: Q3 2023 in Review

Nations Financial Group sold out of ChargePoint (CHPT) in Q3 2023, closing a stake of 3,030 shares — an estimated $533K sold.

Nations Financial Group first reported a position in CHPT in Q2 2022 and held it in 5 quarters. The position peaked at $894K in Q3 2022. 379 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

  • Nations Financial Group reported no remaining ChargePoint position as of Q3 2023 after selling out during the quarter.
  • Nations Financial Group sold 3,030 ChargePoint shares in Q3 2023, an estimated $533K.
  • Nations Financial Group first reported a position in ChargePoint in Q2 2022 and held it in 5 quarters.
  • Nations Financial Group's ChargePoint position peaked at $894K in Q3 2022.
  • 379 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.