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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concord Wealth Partners's CHPT Position: Q1 2025 in Review

Concord Wealth Partners sold out of ChargePoint (CHPT) in Q1 2025, closing a stake of 54 shares — an estimated $1.15K sold.

Concord Wealth Partners first reported a position in CHPT in Q1 2022 and held it in 11 quarters. The position peaked at $20K in Q1 2022. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

Concord Wealth Partners reported no remaining ChargePoint position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 54 ChargePoint shares in Q1 2025, an estimated $1.15K.
Concord Wealth Partners first reported a position in ChargePoint in Q1 2022 and held it in 11 quarters.
Concord Wealth Partners's ChargePoint position peaked at $20K in Q1 2022.
287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.