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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Colonial Trust Advisors's CHPT Position: Q4 2024 in Review

Colonial Trust Advisors sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 6 shares — an estimated $166 sold.

Colonial Trust Advisors first reported a position in CHPT in Q4 2022 and held it in 8 quarters. The position peaked at $11.7K in Q1 2023. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • Colonial Trust Advisors reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 6 ChargePoint shares in Q4 2024, an estimated $166.
  • Colonial Trust Advisors first reported a position in ChargePoint in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's ChargePoint position peaked at $11.7K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.