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New England Capital Financial Advisors’s ChargePoint CHPT Stock Holding History

New England Capital Financial Advisors’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
2024
Q2 		– Sell
-20
Closed -$760 – 405
2024
Q1 		$760 Hold
20
– – ﹤0.01% 347
2023
Q4 		$936 Hold
20
– – ﹤0.01% 346
2023
Q3 		$1.99K Hold
20
– – ﹤0.01% 317
2023
Q2 		$3.52K Sell
20
-25
-56% -$4.38K ﹤0.01% 287
2023
Q1 		$9.42K Hold
45
– – 0.01% 253
2022
Q4 		$9.98K Buy
+45
New +$10.9K 0.01% 252

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New England Capital Financial Advisors's CHPT Position: Q2 2024 in Review

New England Capital Financial Advisors sold out of ChargePoint (CHPT) in Q2 2024, closing a stake of 20 shares — an estimated $760 sold.

New England Capital Financial Advisors first reported a position in CHPT in Q4 2022 and held it in 6 quarters. The position peaked at $9.98K in Q4 2022. 333 funds tracked by Wall St. Rank hold CHPT as of Q2 2024.

  • New England Capital Financial Advisors reported no remaining ChargePoint position as of Q2 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 20 ChargePoint shares in Q2 2024, an estimated $760.
  • New England Capital Financial Advisors first reported a position in ChargePoint in Q4 2022 and held it in 6 quarters.
  • New England Capital Financial Advisors's ChargePoint position peaked at $9.98K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held ChargePoint as of Q2 2024.

Based on New England Capital Financial Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.