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Avion Wealth’s ChargePoint CHPT Stock Holding History

Avion Wealth’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
Q3 		– Sell
-5
Closed – – 1248
2025
Q2 		$0 Hold
5
– – ﹤0.01% 1228
2025
Q1 		$0 Buy
+5
New +$83 ﹤0.01% 1057
2024
Q4 		– Sell
-5
Closed – – 1039
2024
Q3 		$0 Hold
5
– – ﹤0.01% 1043
2024
Q2 		$0 Sell
5
-15
-75% -$488 ﹤0.01% 956
2024
Q1 		$1K Buy
20
+15
+300% +$588 ﹤0.01% 878
2023
Q4 		$0 Hold
5
– – ﹤0.01% 1107
2023
Q3 		$0 Hold
5
– – ﹤0.01% 843
2023
Q2 		$0 Hold
5
– – ﹤0.01% 751
2023
Q1 		$0 Hold
5
– – ﹤0.01% 564
2022
Q4 		$1K Hold
5
– – ﹤0.01% 401
2022
Q3 		$1K Hold
5
– – ﹤0.01% 425
2022
Q2 		$1K Hold
5
– – ﹤0.01% 424
2022
Q1 		$2K Hold
5
– – ﹤0.01% 332
2021
Q4 		$2K Buy
+5
New +$2.22K ﹤0.01% 325

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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return