NWM
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Nicola Wealth Management’s ChargePoint CHPT Stock Holding History

Nicola 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
2024
Q2 		– Sell
-12,500
Closed -$475K – 110
2024
Q1 		$475K Sell
12,500
-4,000
-24% -$157K 0.05% 113
2023
Q4 		$772K Sell
16,500
-2,500
-13% -$140K 0.08% 112
2023
Q3 		$1.89M Hold
19,000
– – 0.2% 92
2023
Q2 		$3.34M Buy
19,000
+4,000
+27% +$701K 0.33% 69
2023
Q1 		$3.14M Sell
15,000
-1,750
-10% -$381K 0.31% 76
2022
Q4 		$3.19M Buy
16,750
+2,250
+16% +$547K 0.32% 74
2022
Q3 		$4.28M Hold
14,500
– – 0.47% 70
2022
Q2 		$3.97M Buy
14,500
+2,100
+17% +$582K 0.38% 75
2022
Q1 		$4.93M Buy
12,400
+2,850
+30% +$879K 0.43% 71
2021
Q4 		$3.64M Buy
9,550
+1,300
+16% +$576K 0.34% 86
2021
Q3 		$3.3M Buy
8,250
+1,500
+22% +$698K 0.34% 87
2021
Q2 		$4.69M Buy
6,750
+750
+13% +$397K 0.48% 82
2021
Q1 		$3.2M Buy
+6,000
New +$4.05M 0.36% 87

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $12B 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 $57.5B 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