CWP
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Concord Wealth Partners’s ChargePoint CHPT Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-54
Closed -$1.15K – 843
2024
Q4 		$1.15K Buy
54
+4
+8% +$99 ﹤0.01% 778
2024
Q3 		$1.37K Hold
50
– – ﹤0.01% 793
2024
Q2 		$1.51K Hold
50
– – ﹤0.01% 687
2024
Q1 		$1.9K Hold
50
– – ﹤0.01% 753
2023
Q4 		$2.34K Hold
50
– – ﹤0.01% 699
2023
Q3 		$4.97K Hold
50
– – ﹤0.01% 718
2023
Q2 		$8.79K Hold
50
– – ﹤0.01% 624
2023
Q1 		$10.5K Hold
50
– – ﹤0.01% 586
2022
Q4 		$9.53K Buy
+50
New +$12.2K ﹤0.01% 643
2022
Q3 		– Sell
-50
Closed -$14K – 321
2022
Q2 		$14K Hold
50
– – ﹤0.01% 615
2022
Q1 		$20K Buy
+50
New +$15.4K 0.01% 628

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return