WR Wealth Planners’s ChargePoint CHPT Stock Holding History

WR Wealth Planners’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	$375	Sell	18 -4	-18%	-$99	﹤0.01%	1019
2024 Q3	$589	Hold	22	–	–	﹤0.01%	1017
2024 Q2	$649	Hold	22	–	–	﹤0.01%	997
2024 Q1	$817	Buy	+22	New	+$863	﹤0.01%	990
2023 Q4	–	Sell	-4	Closed	-$398	–	292
2023 Q3	$398	Hold	4	–	–	﹤0.01%	866
2023 Q2	$703	Hold	4	–	–	﹤0.01%	841
2023 Q1	$838	Hold	4	–	–	﹤0.01%	843
2022 Q4	$762	Hold	4	–	–	﹤0.01%	437
2022 Q3	$1.18K	Hold	4	–	–	﹤0.01%	413
2022 Q2	$1.09K	Hold	4	–	–	﹤0.01%	452
2022 Q1	$1.59K	Buy	+4	New	+$1.23K	﹤0.01%	440

Other funds holding CHPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's CHPT Position: Q4 2024 in Review

WR Wealth Planners reduced its ChargePoint (CHPT) stake by 18% in Q4 2024, selling an estimated $99 and leaving 18 shares worth $375. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

WR Wealth Planners first reported a position in CHPT in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.59K in Q1 2022. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

WR Wealth Planners held 18 shares of ChargePoint worth $375 as of Q4 2024.
WR Wealth Planners sold 4 ChargePoint shares in Q4 2024, an estimated $99.
ChargePoint made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1019 holding.
WR Wealth Planners first reported a position in ChargePoint in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's ChargePoint position peaked at $1.59K in Q1 2022.
292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.