Pinnacle Associates’s ChargePoint CHPT Stock Holding History

Pinnacle Associates’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	-656	Closed	-$65.2K	–	822
2023 Q3	$65.2K	Buy	+656	New	+$95.2K	﹤0.01%	794
2023 Q1	–	Sell	-536	Closed	-$102K	–	776
2022 Q4	$102K	Buy	+536	New	+$130K	﹤0.01%	736

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

Pinnacle Associates's CHPT Position: Q4 2023 in Review

Pinnacle Associates sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 656 shares — an estimated $65.2K sold.

Pinnacle Associates first reported a position in CHPT in Q4 2022 and held it in 2 quarters. The position peaked at $102K in Q4 2022. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

Pinnacle Associates reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
Pinnacle Associates sold 656 ChargePoint shares in Q4 2023, an estimated $65.2K.
Pinnacle Associates first reported a position in ChargePoint in Q4 2022 and held it in 2 quarters.
Pinnacle Associates's ChargePoint position peaked at $102K in Q4 2022.
381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Pinnacle Associates's 13F filing for Q4 2023, filed 19 Jan 2024.