AAS
CHPT icon

Avantax Advisory Services’s ChargePoint CHPT Stock Holding History

Avantax 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
2024
Q3 		– Sell
-735
Closed -$22.2K – 2133
2024
Q2 		$22.2K Buy
735
+224
+44% +$7.29K ﹤0.01% 2054
2024
Q1 		$19.4K Sell
511
-4,137
-89% -$162K ﹤0.01% 1635
2023
Q4 		$218K Sell
4,648
-527
-10% -$29.5K ﹤0.01% 1432
2023
Q3 		$514K Buy
5,175
+712
+16% +$103K 0.01% 939
2023
Q2 		$785K Buy
4,463
+328
+8% +$57.5K 0.01% 772
2023
Q1 		$866K Buy
4,135
+64
+2% +$13.9K 0.01% 703
2022
Q4 		$776K Buy
4,071
+1,048
+35% +$255K 0.01% 712
2022
Q3 		$892K Buy
3,023
+1,799
+147% +$546K 0.01% 591
2022
Q2 		$335K Buy
+1,224
New +$339K 0.01% 957

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return