Atria Wealth Solutions’s ChargePoint CHPT Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-549	Closed	-$6.65K	–	1521
2025 Q1	$6.65K	Hold	549	–	–	﹤0.01%	1851
2024 Q4	$11.8K	Sell	549 -5	-0.9%	-$124	﹤0.01%	1959
2024 Q3	$15.2K	Hold	554	–	–	﹤0.01%	1906
2024 Q2	$16.7K	Hold	554	–	–	﹤0.01%	1906
2024 Q1	$21.1K	Sell	554 -319	-37%	-$12.5K	﹤0.01%	1941
2023 Q4	$40.8K	Sell	873 -414	-32%	-$23.2K	﹤0.01%	1887
2023 Q3	$128K	Sell	1,287 -3	-0.2%	-$435	﹤0.01%	1758
2023 Q2	$227K	Buy	1,290 +18	+1%	+$3.15K	﹤0.01%	1621
2023 Q1	$266K	Buy	1,272 +56	+5%	+$12.2K	﹤0.01%	1490
2022 Q4	$232K	Sell	1,216 -1,510	-55%	-$367K	﹤0.01%	1521
2022 Q3	$805K	Buy	+2,726	New	+$827K	0.01%	801
2022 Q2	–	Sell	-2,975	Closed	-$824K	–	1669
2022 Q1	$1.18M	Buy	+2,975	New	+$918K	0.02%	666

Other funds holding CHPT

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

SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's CHPT Position: Q2 2025 in Review

Atria Wealth Solutions sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 549 shares — an estimated $6.65K sold.

Atria Wealth Solutions first reported a position in CHPT in Q1 2022 and held it in 12 quarters. The position peaked at $1.18M in Q1 2022. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

Atria Wealth Solutions reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 549 ChargePoint shares in Q2 2025, an estimated $6.65K.
Atria Wealth Solutions first reported a position in ChargePoint in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's ChargePoint position peaked at $1.18M in Q1 2022.
246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.