Commonwealth Equity Services
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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 		$2.36M 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

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Commonwealth Equity Services's CHPT Position: Q3 2025 in Review

Commonwealth Equity Services sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 12,162 shares — an estimated $171K sold.

Commonwealth Equity Services first reported a position in CHPT in Q4 2020 and held it in 19 quarters. The position peaked at $4.54M in Q1 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Commonwealth Equity Services reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,162 ChargePoint shares in Q3 2025, an estimated $171K.
  • Commonwealth Equity Services first reported a position in ChargePoint in Q4 2020 and held it in 19 quarters.
  • Commonwealth Equity Services's ChargePoint position peaked at $4.54M in Q1 2022.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.