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Commonwealth Equity Services’s
ChargePoint
CHPT
Stock Holding History
Commonwealth Equity Services’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
-12,162
Closed
-$171K
–
4264
2025
Q2
$171K
Sell
12,162
-289
-2%
-$3.87K
﹤0.01%
3958
2025
Q1
$151K
Sell
12,451
-2,572
-17%
-$42.9K
﹤0.01%
3911
2024
Q4
$321K
Sell
15,023
-2,652
-15%
-$65.6K
﹤0.01%
3348
2024
Q3
$484K
Sell
17,675
-853
-5%
-$29.7K
﹤0.01%
2917
2024
Q2
$560K
Buy
18,528
+5,258
+40%
+$171K
﹤0.01%
2741
2024
Q1
$504K
Sell
13,270
-300
-2%
-$11.8K
﹤0.01%
2811
2023
Q4
$635K
Sell
13,570
-295
-2%
-$16.5K
﹤0.01%
2520
2023
Q3
$1.38M
Sell
13,865
-1,573
-10%
-$228K
﹤0.01%
1853
2023
Q2
$2.71M
Buy
15,438
+4,157
+37%
+$729K
0.01%
1421
2023
Q1
$2.36K
Sell
11,281
-1,788
-14%
-$389K
0.01%
1459
2022
Q4
$2.49M
Buy
13,069
+1,150
+10%
+$279K
0.01%
1360
2022
Q3
$3.52M
Sell
11,919
-332
-3%
-$101K
0.01%
1079
2022
Q2
$3.35M
Buy
12,251
+831
+7%
+$230K
0.01%
1114
2022
Q1
$4.54M
Buy
11,420
+1,895
+20%
+$585K
0.01%
996
2021
Q4
$3.63M
Buy
9,525
+1,933
+25%
+$857K
0.01%
1100
2021
Q3
$3.04M
Buy
7,592
+3,239
+74%
+$1.51M
0.01%
1168
2021
Q2
$3.02M
Buy
4,353
+2,799
+180%
+$1.48M
0.01%
1155
2021
Q1
$829K
Buy
1,554
+1,164
+298%
+$786K
﹤0.01%
1934
2020
Q4
$312K
Buy
+390
New
+$196K
﹤0.01%
2538
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Coatue Management
New York
$29.1B AUM
96.54%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Nomura Holdings
Tokyo, Japan
$12B AUM
34.44%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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