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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

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State Street
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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