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Continuum Advisory’s ChargePoint CHPT Stock Holding History

Continuum Advisory’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
-10
Closed -$212 – 1717
2024
Q4 		$212 Hold
10
– – ﹤0.01% 1813
2024
Q3 		$222 Hold
10
– – ﹤0.01% 1873
2024
Q2 		$299 Buy
+10
New +$326 ﹤0.01% 1664

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Continuum Advisory's CHPT Position: Q1 2025 in Review

Continuum Advisory sold out of ChargePoint (CHPT) in Q1 2025, closing a stake of 10 shares — an estimated $212 sold.

Continuum Advisory first reported a position in CHPT in Q2 2024 and held it in 3 quarters. The position peaked at $299 in Q2 2024. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

  • Continuum Advisory reported no remaining ChargePoint position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 10 ChargePoint shares in Q1 2025, an estimated $212.
  • Continuum Advisory first reported a position in ChargePoint in Q2 2024 and held it in 3 quarters.
  • Continuum Advisory's ChargePoint position peaked at $299 in Q2 2024.
  • 287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.