CA
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Cetera Advisors’s ChargePoint CHPT Stock Holding History

Cetera 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
2024
Q1 		$740K Buy
19,479
+17,195
+753% +$675K 0.01% 1327
2023
Q4 		$107K Buy
2,284
+1,498
+191% +$83.8K ﹤0.01% 1697
2023
Q3 		$78.1K Buy
+786
New +$114K ﹤0.01% 1626
2023
Q2 		– Sell
-4,293
Closed -$899K – 1674
2023
Q1 		$899K Buy
4,293
+367
+9% +$79.9K 0.02% 735
2022
Q4 		$748K Buy
3,926
+678
+21% +$165K 0.01% 784
2022
Q3 		$959K Buy
3,248
+679
+26% +$206K 0.03% 552
2022
Q2 		$703K Buy
2,569
+1,415
+123% +$392K 0.02% 697
2022
Q1 		$459K Sell
1,154
-1,643
-59% -$507K 0.01% 923
2021
Q4 		$1.07M Buy
+2,797
New +$1.24M 0.02% 575

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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
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
AC
Antara Capital New York $30.2K AUM 5.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return