Allworth Financial’s ChargePoint CHPT Stock Holding History

Allworth Financial’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
2026 Q1	$326	Hold	67	–	–	﹤0.01%	4826
2025 Q4	$445	Sell	67 -15	-18%	-$142	﹤0.01%	4549
2025 Q3	$896	Hold	82	–	–	﹤0.01%	4285
2025 Q2	$1.16K	Buy	82 +14	+21%	+$188	﹤0.01%	3918
2025 Q1	$894	Buy	68 +1	+1%	+$17	﹤0.01%	3500
2024 Q4	$1.32K	Buy	67 +45	+205%	+$1.11K	﹤0.01%	3305
2024 Q3	$596	Hold	22	–	–	﹤0.01%	3373
2024 Q2	$857	Sell	22 -4	-15%	-$130	﹤0.01%	3218
2024 Q1	$969	Buy	26 +9	+53%	+$353	﹤0.01%	3091
2023 Q4	$808	Sell	17 -20	-54%	-$1.12K	﹤0.01%	3021
2023 Q3	$3.69K	Sell	37 -75	-67%	-$10.9K	﹤0.01%	2263
2023 Q2	$19.7K	Buy	112 +23	+26%	+$4.03K	﹤0.01%	1550
2023 Q1	$18.5K	Sell	89 -40	-31%	-$8.71K	﹤0.01%	1495
2022 Q4	$24.6K	Sell	129 -4	-3%	-$972	﹤0.01%	1266
2022 Q3	$39K	Buy	133 +57	+75%	+$17.3K	﹤0.01%	1043
2022 Q2	$21K	Hold	76	–	–	﹤0.01%	1217
2022 Q1	$30K	Buy	76 +7	+10%	+$2.16K	﹤0.01%	1071
2021 Q4	$26K	Hold	69	–	–	﹤0.01%	1017
2021 Q3	$27K	Buy	+69	New	+$32.1K	﹤0.01%	927

Other funds holding CHPT

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return