Wedmont Private Capital
CHPT icon

Wedmont Private Capital’s ChargePoint CHPT Stock Holding History

Wedmont Private Capital’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
-1,924
Closed -$56.6K – 707
2024
Q3 		$56.6K Sell
1,924
-931
-33% -$32.4K ﹤0.01% 663
2024
Q2 		$126K Buy
+2,855
New +$93K 0.01% 630

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wedmont Private Capital's CHPT Position: Q4 2024 in Review

Wedmont Private Capital sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 1,924 shares — an estimated $56.6K sold.

Wedmont Private Capital first reported a position in CHPT in Q2 2024 and held it in 2 quarters. The position peaked at $126K in Q2 2024. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • Wedmont Private Capital reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • Wedmont Private Capital sold 1,924 ChargePoint shares in Q4 2024, an estimated $56.6K.
  • Wedmont Private Capital first reported a position in ChargePoint in Q2 2024 and held it in 2 quarters.
  • Wedmont Private Capital's ChargePoint position peaked at $126K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Wedmont Private Capital's 13F filing for Q4 2024, filed 13 Jan 2025.