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WealthPlan Investment Management’s ChargePoint CHPT Stock Holding History

WealthPlan Investment Management’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
-2,529
Closed -$251K – 193
2023
Q3 		$251K Buy
2,529
+1,505
+147% +$218K 0.04% 155
2023
Q2 		$180K Sell
1,024
-456
-31% -$79.9K 0.05% 131
2023
Q1 		$310K Sell
1,480
-5
-0.3% -$1.09K 0.05% 138
2022
Q4 		$340K Buy
1,485
+642
+76% +$156K 0.02% 297
2022
Q3 		$181K Buy
+843
New +$256K 0.01% 354
2022
Q1 		$216K Buy
+833
New +$257K 0.02% 363

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPlan Investment Management's CHPT Position: Q4 2023 in Review

WealthPlan Investment Management sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 2,529 shares — an estimated $251K sold.

WealthPlan Investment Management first reported a position in CHPT in Q1 2022 and held it in 6 quarters. The position peaked at $340K in Q4 2022. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • WealthPlan Investment Management reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,529 ChargePoint shares in Q4 2023, an estimated $251K.
  • WealthPlan Investment Management first reported a position in ChargePoint in Q1 2022 and held it in 6 quarters.
  • WealthPlan Investment Management's ChargePoint position peaked at $340K in Q4 2022.
  • 381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on WealthPlan Investment Management's 13F filing for Q4 2023, filed 5 Jan 2024.