CTA
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Colonial Trust Advisors’s ChargePoint CHPT Stock Holding History

Colonial Trust 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
Q4 		– Sell
-6
Closed -$166 – 698
2024
Q3 		$166 Hold
6
– – ﹤0.01% 736
2024
Q2 		$183 Hold
6
– – ﹤0.01% 737
2024
Q1 		$230 Sell
6
-13
-68% -$510 ﹤0.01% 968
2023
Q4 		$868 Hold
19
– – ﹤0.01% 784
2023
Q3 		$1.84K Sell
19
-12
-39% -$1.74K ﹤0.01% 732
2023
Q2 		$5.46K Sell
31
-25
-45% -$4.38K ﹤0.01% 614
2023
Q1 		$11.7K Hold
56
– – ﹤0.01% 489
2022
Q4 		$10.7K Buy
+56
New +$13.6K ﹤0.01% 508

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