Coppell Advisory Solutions’s ChargePoint CHPT Stock Holding History

Coppell Advisory Solutions’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	-20	Closed	-$444	–	579
2024 Q4	$444	Hold	20	–	–	﹤0.01%	1770
2024 Q3	$548	Hold	20	–	–	﹤0.01%	1651
2024 Q2	$604	Buy	+20	New	+$651	﹤0.01%	1574
2023 Q4	$936	Buy	+20	New	+$1.12K	﹤0.01%	1425
2023 Q3	–	Sell	-20	Closed	-$3.48K	–	1255
2023 Q2	$3.48K	Buy	+20	New	+$3.51K	﹤0.01%	930

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

Coppell Advisory Solutions's CHPT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of ChargePoint (CHPT) in Q1 2025, closing a stake of 20 shares — an estimated $444 sold.

Coppell Advisory Solutions first reported a position in CHPT in Q2 2023 and held it in 5 quarters. The position peaked at $3.48K in Q2 2023. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

Coppell Advisory Solutions reported no remaining ChargePoint position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 20 ChargePoint shares in Q1 2025, an estimated $444.
Coppell Advisory Solutions first reported a position in ChargePoint in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's ChargePoint position peaked at $3.48K in Q2 2023.
287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.