Simmons Bank’s ChargePoint CHPT Stock Holding History

Simmons Bank’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 Q4	–	Sell	-750	Closed	-$20.6K	–	333
2024 Q3	$20.6K	Hold	750	–	–	﹤0.01%	335
2024 Q2	$22.6K	Hold	750	–	–	﹤0.01%	328
2024 Q1	$28.5K	Hold	750	–	–	﹤0.01%	333
2023 Q4	$35.1K	Buy	+750	New	+$42K	﹤0.01%	330

Other funds holding CHPT

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simmons Bank's CHPT Position: Q4 2024 in Review

Simmons Bank sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 750 shares — an estimated $20.6K sold.

Simmons Bank first reported a position in CHPT in Q4 2023 and held it in 4 quarters. The position peaked at $35.1K in Q4 2023. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

Simmons Bank reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
Simmons Bank sold 750 ChargePoint shares in Q4 2024, an estimated $20.6K.
Simmons Bank first reported a position in ChargePoint in Q4 2023 and held it in 4 quarters.
Simmons Bank's ChargePoint position peaked at $35.1K in Q4 2023.
292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Simmons Bank's 13F filing for Q4 2024, filed 5 Feb 2025.