Atria Wealth Solutions, Inc. Charge Point Holdings, Inc. Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Charge Point Holdings, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,080 shares of CHPT stock, worth $20,276. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,080

Previous 17,455 36.52%

Holding current value

$20,276

Previous $40,000 47.5%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$1.65 - $2.32 $10,518 - $14,789	-6,375 Reduced 36.52%	11,080 $21,000
Q4 2023 Feb 02, 2024	SELL	$1.86 - $4.75 $15,419 - $39,377	-8,290 Reduced 32.2%	17,455 $40,000
Q3 2023 Nov 08, 2023	SELL	$4.85 - $9.02 $218 - $405	-45 Reduced 0.17%	25,745 $127,000
Q2 2023 Aug 03, 2023	BUY	$7.36 - $10.31 $10,819 - $15,155	1,470 Added 6.04%	25,790 $226,000
Q1 2023 Aug 22, 2023	SELL	$8.91 - $13.38 $3,163 - $4,749	-355 Reduced 1.38%	25,435 $266,000

Q1 2023 Jun 14, 2023	SELL	$8.91 - $13.38 $9,934 - $14,918	-1,115 Reduced 4.38%	24,320 $254,000
Q1 2023 May 10, 2023	SELL	$8.91 - $13.38 $2,004 - $3,010	-225 Reduced 0.88%	25,435 $266,000
Q4 2022 Aug 30, 2023	SELL	$8.25 - $16.31 $12,127 - $23,975	-1,470 Reduced 5.7%	24,320 $232,000
Q4 2022 Feb 13, 2023	SELL	$8.25 - $16.31 $238,053 - $470,625	-28,855 Reduced 52.93%	25,660 $244,000
Q3 2022 Feb 13, 2023	SELL	$11.34 - $19.25 $136,057 - $230,961	-11,998 Reduced 18.04%	54,515 $804,000
Q3 2022 Nov 14, 2022	BUY	$11.34 - $19.25 $754,257 - $1.28 Million	66,513 New	66,513 $957,000
Q1 2022 May 16, 2022	BUY	$11.45 - $19.88 $681,275 - $1.18 Million	59,500 New	59,500 $1.18 Million

Others Institutions Holding CHPT

# of Institutions

429

Shares Held

171M

Call Options Held

26.6M

Put Options Held

9.89M

View Full List

About ChargePoint Holdings, Inc.

Ticker CHPT
Exchange NYSE
Sector Consumer Cyclical
Industry Specialty Retail
Shares Outstandng 339,868,000
Market Cap $622M
Description
ChargePoint Holdings, Inc. provides electric vehicle (EV) charging networks and charging solutions in the United States and internationally. It offers a portfolio of hardware, software, and services for commercial, fleet, and residential customers. The company was founded in 2007 and is headquartered in Campbell, California.

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Atria Wealth Solutions, Inc. Charge Point Holdings, Inc. Transaction History