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Ameritas Advisory Services’s ChargePoint CHPT Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-60
Closed -$655 – 1120
2025
Q3 		$655 Sell
60
-40
-40% -$458 ﹤0.01% 2081
2025
Q2 		$1.41K Buy
+100
New +$1.34K ﹤0.01% 2559
2023
Q2 		– Sell
-188
Closed -$38.1K – 877
2023
Q1 		$38.1K Buy
+188
New +$41K ﹤0.01% 1370

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameritas Advisory Services's CHPT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of ChargePoint (CHPT) in Q4 2025, closing a stake of 60 shares — an estimated $655 sold.

Ameritas Advisory Services first reported a position in CHPT in Q1 2023 and held it in 3 quarters. The position peaked at $38.1K in Q1 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining ChargePoint position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 60 ChargePoint shares in Q4 2025, an estimated $655.
  • Ameritas Advisory Services first reported a position in ChargePoint in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's ChargePoint position peaked at $38.1K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.