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PDS Planning’s ChargePoint CHPT Stock Holding History

PDS Planning’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
-813
Closed -$30.9K – 401
2024
Q1 		$30.9K Buy
+813
New +$31.9K ﹤0.01% 395

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
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PDS Planning's CHPT Position: Q2 2024 in Review

PDS Planning sold out of ChargePoint (CHPT) in Q2 2024, closing a stake of 813 shares — an estimated $30.9K sold.

PDS Planning first reported a position in CHPT in Q1 2024 and held it in 1 quarter. The position peaked at $30.9K in Q1 2024. 333 funds tracked by Wall St. Rank hold CHPT as of Q2 2024.

  • PDS Planning reported no remaining ChargePoint position as of Q2 2024 after selling out during the quarter.
  • PDS Planning sold 813 ChargePoint shares in Q2 2024, an estimated $30.9K.
  • PDS Planning first reported a position in ChargePoint in Q1 2024 and held it in 1 quarter.
  • PDS Planning's ChargePoint position peaked at $30.9K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held ChargePoint as of Q2 2024.

Based on PDS Planning's 13F filing for Q2 2024, filed 8 Aug 2024.