WealthCollab’s ChargePoint CHPT Stock Holding History

WealthCollab’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	-50	Closed	-$1.37K	–	891
2024 Q3	$1.37K	Hold	50	–	–	﹤0.01%	817
2024 Q2	$1.51K	Hold	50	–	–	﹤0.01%	786
2024 Q1	$1.9K	Hold	50	–	–	﹤0.01%	751
2023 Q4	$2.34K	Buy	+50	New	+$2.8K	﹤0.01%	717

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

WealthCollab's CHPT Position: Q4 2024 in Review

WealthCollab sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 50 shares — an estimated $1.37K sold.

WealthCollab first reported a position in CHPT in Q4 2023 and held it in 4 quarters. The position peaked at $2.34K in Q4 2023. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

WealthCollab reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
WealthCollab sold 50 ChargePoint shares in Q4 2024, an estimated $1.37K.
WealthCollab first reported a position in ChargePoint in Q4 2023 and held it in 4 quarters.
WealthCollab's ChargePoint position peaked at $2.34K in Q4 2023.
292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on WealthCollab's 13F filing for Q4 2024, filed 14 Feb 2025.