Optimum Investment Advisors’s ChargePoint CHPT Stock Holding History

Optimum Investment 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
2023 Q4	–	Sell	-40	Closed	-$3.98K	–	660
2023 Q3	$3.98K	Hold	40	–	–	﹤0.01%	617
2023 Q2	$7.03K	Sell	40 -25	-38%	-$4.38K	﹤0.01%	579
2023 Q1	$13.6K	Hold	65	–	–	0.01%	529
2022 Q4	$12.4K	Hold	65	–	–	0.01%	549
2022 Q3	$19K	Hold	65	–	–	0.01%	498
2022 Q2	$18K	Hold	65	–	–	0.01%	529
2022 Q1	$26K	Sell	65 -18	-22%	-$5.55K	0.01%	536
2021 Q4	$31K	Hold	83	–	–	0.01%	542
2021 Q3	$33K	Buy	83 +18	+28%	+$8.38K	0.01%	527
2021 Q2	$45K	Buy	65 +25	+63%	+$13.2K	0.01%	527
2021 Q1	$21K	Buy	+40	New	+$27K	0.01%	652

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Optimum Investment Advisors's CHPT Position: Q4 2023 in Review

Optimum Investment Advisors sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 40 shares — an estimated $3.98K sold.

Optimum Investment Advisors first reported a position in CHPT in Q1 2021 and held it in 11 quarters. The position peaked at $45K in Q2 2021. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

Optimum Investment Advisors reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 40 ChargePoint shares in Q4 2023, an estimated $3.98K.
Optimum Investment Advisors first reported a position in ChargePoint in Q1 2021 and held it in 11 quarters.
Optimum Investment Advisors's ChargePoint position peaked at $45K in Q2 2021.
381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.