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Capital Performance Advisors’s ChargePoint CHPT Stock Holding History

Capital Performance Advisors’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
Q3 		– Sell
-659
Closed -$9.27K – 348
2025
Q2 		$9.27K Sell
659
-771
-54% -$10.3K ﹤0.01% 271
2025
Q1 		$17.3K Buy
+1,430
New +$23.8K ﹤0.01% 259
2024
Q4 		– Sell
-202
Closed -$5.53K – 643
2024
Q3 		$5.53K Buy
+202
New +$7.02K ﹤0.01% 1076
2023
Q4 		– Sell
-800
Closed -$79.5K – 80
2023
Q3 		$79.5K Buy
+800
New +$116K 0.04% 54

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Performance Advisors's CHPT Position: Q3 2025 in Review

Capital Performance Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 659 shares — an estimated $9.27K sold.

Capital Performance Advisors first reported a position in CHPT in Q3 2023 and held it in 4 quarters. The position peaked at $79.5K in Q3 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Capital Performance Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 659 ChargePoint shares in Q3 2025, an estimated $9.27K.
  • Capital Performance Advisors first reported a position in ChargePoint in Q3 2023 and held it in 4 quarters.
  • Capital Performance Advisors's ChargePoint position peaked at $79.5K in Q3 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Capital Performance Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.