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Brown, Lisle/Cummings’s ChargePoint CHPT Stock Holding History

Brown, Lisle/Cummings’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 		$97 Hold
20
– – ﹤0.01% 1020
2025
Q4 		$133 Sell
20
-170
-89% -$1.61K ﹤0.01% 739
2025
Q3 		$2.08K Hold
190
– – ﹤0.01% 647
2025
Q2 		$2.67K Hold
190
– – ﹤0.01% 628
2025
Q1 		$2.3K Hold
190
– – ﹤0.01% 635
2024
Q4 		$4.07K Hold
190
– – ﹤0.01% 554
2024
Q3 		$5.21K Buy
190
+150
+375% +$5.22K ﹤0.01% 512
2024
Q2 		$1.21K Hold
40
– – ﹤0.01% 581
2024
Q1 		$1.52K Sell
40
-275
-87% -$10.8K ﹤0.01% 533
2023
Q4 		$14.7K Buy
315
+275
+688% +$15.4K 0.01% 392
2023
Q3 		$3.98K Hold
40
– – ﹤0.01% 476
2023
Q2 		$7.03K Hold
40
– – ﹤0.01% 453
2023
Q1 		$8.38K Hold
40
– – ﹤0.01% 417
2022
Q4 		$7.62K Buy
40
+20
+100% +$4.86K ﹤0.01% 411
2022
Q3 		$5.9K Hold
20
– – ﹤0.01% 423
2022
Q2 		$5.48K Hold
20
– – ﹤0.01% 415
2022
Q1 		$7.95K Hold
20
– – ﹤0.01% 406
2021
Q4 		$7.62K Buy
+20
New +$8.86K ﹤0.01% 397

Other funds holding CHPT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Marshall Wace
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return