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Atticus Wealth Management’s ChargePoint CHPT Stock Holding History

Atticus Wealth Management’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
-138
Closed -$1.67K – 680
2025
Q1 		$1.67K Hold
138
– – ﹤0.01% 456
2024
Q4 		$2.95K Sell
138
-20
-13% -$495 ﹤0.01% 454
2024
Q3 		$4.33K Hold
158
– – ﹤0.01% 436
2024
Q2 		$4.77K Hold
158
– – ﹤0.01% 426
2024
Q1 		$6K Buy
158
+125
+379% +$4.9K ﹤0.01% 434
2023
Q4 		$1.54K Hold
33
– – ﹤0.01% 497
2023
Q3 		$3.28K Sell
33
-33
-50% -$4.79K ﹤0.01% 473
2023
Q2 		$11.6K Sell
66
-69
-51% -$12.1K ﹤0.01% 388
2023
Q1 		$28.2K Buy
135
+3
+2% +$653 0.01% 294
2022
Q4 		$25.1K Buy
132
+99
+300% +$24.1K 0.01% 316
2022
Q3 		$9K Hold
33
– – ﹤0.01% 382
2022
Q2 		$9K Buy
33
+5
+18% +$1.39K ﹤0.01% 413
2022
Q1 		$11K Buy
28
+22
+367% +$6.79K ﹤0.01% 395
2021
Q4 		$2K Hold
6
– – ﹤0.01% 410
2021
Q3 		$2K Sell
6
-144
-96% -$67K ﹤0.01% 382
2021
Q2 		$104K Buy
+150
New +$79.4K 0.05% 161

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atticus Wealth Management's CHPT Position: Q2 2025 in Review

Atticus Wealth Management sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 138 shares — an estimated $1.67K sold.

Atticus Wealth Management first reported a position in CHPT in Q2 2021 and held it in 16 quarters. The position peaked at $104K in Q2 2021. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

  • Atticus Wealth Management reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 138 ChargePoint shares in Q2 2025, an estimated $1.67K.
  • Atticus Wealth Management first reported a position in ChargePoint in Q2 2021 and held it in 16 quarters.
  • Atticus Wealth Management's ChargePoint position peaked at $104K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Atticus Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.