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RE Dickinson Investment Advisors’s ChargePoint CHPT Stock Holding History

RE Dickinson 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
-2
Closed – – 232
2023
Q3 		$0 Hold
2
– – ﹤0.01% 270
2023
Q2 		$0 Hold
2
– – ﹤0.01% 390
2023
Q1 		$0 Hold
2
– – ﹤0.01% 402
2022
Q4 		$0 Hold
2
– – ﹤0.01% 387
2022
Q3 		$1K Hold
2
– – ﹤0.01% 233
2022
Q2 		$0 Buy
2
+1
+100% +$277 ﹤0.01% 291
2022
Q1 		$0 Buy
+1
New +$308 ﹤0.01% 285

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RE Dickinson Investment Advisors's CHPT Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 2 shares.

RE Dickinson Investment Advisors first reported a position in CHPT in Q1 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 382 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 2 ChargePoint shares in Q4 2023.
  • RE Dickinson Investment Advisors first reported a position in ChargePoint in Q1 2022 and held it in 7 quarters.
  • RE Dickinson Investment Advisors's ChargePoint position peaked at $1K in Q3 2022.
  • 382 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.