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Capital Analysts LLC’s ChargePoint CHPT Stock Holding History

Capital Analysts LLC’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 		$3K Hold
585
– – ﹤0.01% 1411
2025
Q4 		$4K Hold
585
– – ﹤0.01% 1355
2025
Q3 		$7K Buy
585
+262
+81% +$3K ﹤0.01% 1255
2025
Q2 		$5K Sell
323
-16
-5% -$214 ﹤0.01% 1242
2025
Q1 		$4K Sell
339
-10
-3% -$167 ﹤0.01% 1245
2024
Q4 		$7K Sell
349
-18
-5% -$446 ﹤0.01% 1117
2024
Q3 		$10K Hold
367
– – ﹤0.01% 1026
2024
Q2 		$11K Hold
367
– – ﹤0.01% 943
2024
Q1 		$14K Buy
367
+10
+3% +$392 ﹤0.01% 876
2023
Q4 		$17K Buy
357
+23
+7% +$1.29K ﹤0.01% 831
2023
Q3 		$33K Buy
334
+84
+34% +$12.2K ﹤0.01% 694
2023
Q2 		$44K Hold
250
– – ﹤0.01% 607
2023
Q1 		$52K Hold
250
– – ﹤0.01% 588
2022
Q4 		$48K Sell
250
-1
-0.4% -$243 ﹤0.01% 627
2022
Q3 		$74K Buy
251
+1
+0.4% +$303 0.01% 495
2022
Q2 		$68K Buy
+250
New +$69.3K ﹤0.01% 495

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