Blue Trust Inc’s ChargePoint CHPT Stock Holding History

Blue Trust Inc’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
2026 Q1	$29	Buy	6 +1	+20%	+$6	﹤0.01%	2482
2025 Q4	$33	Sell	5 -5	-50%	-$47	﹤0.01%	2517
2025 Q3	$110	Buy	10 +5	+100%	+$57	﹤0.01%	2536
2025 Q2	$70	Sell	5 -11	-69%	-$147	﹤0.01%	2415
2025 Q1	$197	Hold	16	–	–	﹤0.01%	2421
2024 Q4	$348	Hold	16	–	–	﹤0.01%	2352
2024 Q3	$491	Sell	16 -111	-87%	-$3.86K	﹤0.01%	2793
2024 Q2	$4.81K	Hold	127	–	–	﹤0.01%	2213
2024 Q1	$4.81K	Buy	127 +107	+535%	+$4.2K	﹤0.01%	1650
2023 Q4	$2K	Buy	20 +4	+25%	+$224	﹤0.01%	2111
2023 Q3	$3K	Buy	16 +9	+129%	+$1.3K	﹤0.01%	1734
2023 Q2	$2K	Buy	7 +2	+40%	+$351	﹤0.01%	1711
2023 Q1	$1K	Sell	5 -2	-29%	-$436	﹤0.01%	2123
2022 Q4	$2K	Buy	7 +2	+40%	+$486	﹤0.01%	1905
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	1896
2022 Q2	$2K	Buy	+5	New	+$1.39K	﹤0.01%	1635

Other funds holding CHPT

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

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

Susquehanna International Group

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

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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

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