CAL
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Capital Advisors Ltd’s ChargePoint CHPT Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-287
Closed -$8K – 1399
2024
Q3 		$8K Buy
287
+271
+1,694% +$9.42K ﹤0.01% 816
2024
Q2 		$0 Sell
16
-160
-91% -$5.21K ﹤0.01% 1411
2024
Q1 		$7K Buy
+176
New +$6.9K ﹤0.01% 785
2023
Q4 		– Sell
-31
Closed -$3K – 1314
2023
Q3 		$3K Buy
+31
New +$4.5K ﹤0.01% 921
2023
Q2 		– Sell
-12
Closed -$2K – 1315
2023
Q1 		$2K Buy
+12
New +$2.61K ﹤0.01% 875
2022
Q4 		– Sell
-12
Closed -$3K – 1262
2022
Q3 		$3K Hold
12
– – ﹤0.01% 728
2022
Q2 		$3K Buy
12
+8
+200% +$2.22K ﹤0.01% 612
2022
Q1 		$1K Buy
+4
New +$1.23K ﹤0.01% 689

Other funds holding CHPT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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