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Sigma Planning Corp’s ChargePoint CHPT Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-699
Closed -$32.7K – 1228
2023
Q4 		$32.7K Buy
+699
New +$39.1K ﹤0.01% 833
2023
Q3 		– Sell
-603
Closed -$106K – 1212
2023
Q2 		$106K Buy
603
+48
+9% +$8.41K ﹤0.01% 1146
2023
Q1 		$116K Buy
+555
New +$121K ﹤0.01% 1230
2022
Q3 		– Sell
-569
Closed -$156K – 1274
2022
Q2 		$156K Sell
569
-1,364
-71% -$378K 0.01% 1185
2022
Q1 		$769K Sell
1,933
-111
-5% -$34.2K 0.02% 648
2021
Q4 		$779K Buy
+2,044
New +$906K 0.02% 648

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sigma Planning Corp's CHPT Position: Q1 2024 in Review

Sigma Planning Corp sold out of ChargePoint (CHPT) in Q1 2024, closing a stake of 699 shares — an estimated $32.7K sold.

Sigma Planning Corp first reported a position in CHPT in Q4 2021 and held it in 6 quarters. The position peaked at $779K in Q4 2021. 364 funds tracked by Wall St. Rank hold CHPT as of Q1 2024.

  • Sigma Planning Corp reported no remaining ChargePoint position as of Q1 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 699 ChargePoint shares in Q1 2024, an estimated $32.7K.
  • Sigma Planning Corp first reported a position in ChargePoint in Q4 2021 and held it in 6 quarters.
  • Sigma Planning Corp's ChargePoint position peaked at $779K in Q4 2021.
  • 364 funds tracked by Wall St. Rank held ChargePoint as of Q1 2024.

Based on Sigma Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.