Claro Advisors’s ChargePoint CHPT Stock Holding History

Claro 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 Q2	–	Sell	-1,014	Closed	-$12.3K	–	396
2025 Q1	$12.3K	Buy	+1,014	New	+$16.9K	﹤0.01%	508
2021 Q3	–	Sell	-320	Closed	-$222K	–	259
2021 Q2	$222K	Buy	+320	New	+$169K	0.1%	209

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Claro Advisors's CHPT Position: Q2 2025 in Review

Claro Advisors sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 1,014 shares — an estimated $12.3K sold.

Claro Advisors first reported a position in CHPT in Q2 2021 and held it in 2 quarters. The position peaked at $222K in Q2 2021. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

Claro Advisors reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 1,014 ChargePoint shares in Q2 2025, an estimated $12.3K.
Claro Advisors first reported a position in ChargePoint in Q2 2021 and held it in 2 quarters.
Claro Advisors's ChargePoint position peaked at $222K in Q2 2021.
246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.