Avior Wealth Management’s ChargePoint CHPT Stock Holding History

Avior 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 Q1	–	Sell	-5	Closed	-$107	–	1021
2024 Q4	$107	Hold	5	–	–	﹤0.01%	2403
2024 Q3	$137	Hold	5	–	–	﹤0.01%	2245
2024 Q2	$151	Hold	5	–	–	﹤0.01%	2198
2024 Q1	$190	Hold	5	–	–	﹤0.01%	2890
2023 Q4	$234	Sell	5 -49	-91%	-$2.74K	﹤0.01%	1465
2023 Q3	$5.41K	Hold	54	–	–	﹤0.01%	1164
2023 Q2	$9.45K	Sell	54 -1	-2%	-$175	﹤0.01%	1036
2023 Q1	$11.5K	Sell	55 -11	-17%	-$2.4K	﹤0.01%	1032
2022 Q4	$12.6K	Buy	66 +48	+267%	+$11.7K	﹤0.01%	819
2022 Q3	$5K	Sell	18 -2	-10%	-$607	﹤0.01%	929
2022 Q2	$5K	Buy	20 +16	+400%	+$4.43K	﹤0.01%	849
2022 Q1	$1K	Buy	+4	New	+$1.23K	﹤0.01%	1017
2021 Q3	–	Sell	-20	Closed	-$13K	–	1067
2021 Q2	$13K	Buy	+20	New	+$10.6K	﹤0.01%	708

Other funds holding CHPT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return