Covestor’s ChargePoint CHPT Stock Holding History

Covestor’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 Q2	–	Sell	-479	Closed	-$6K	–	2260
2025 Q1	$6K	Buy	479 +243	+103%	+$4.05K	﹤0.01%	1697
2024 Q4	$5K	Hold	236	–	–	﹤0.01%	1711
2024 Q3	$6K	Sell	236 -2	-0.8%	-$70	﹤0.01%	1706
2024 Q2	$7K	Buy	238 +2	+0.8%	+$65	﹤0.01%	1705
2024 Q1	$9K	Buy	236 +106	+82%	+$4.16K	0.01%	1640
2023 Q4	$6K	Buy	130 +66	+103%	+$3.69K	﹤0.01%	1748
2023 Q3	$6K	Sell	64 -2	-3%	-$290	﹤0.01%	1666
2023 Q2	$12K	Buy	66 +29	+78%	+$5.08K	0.01%	1349
2023 Q1	$8K	Buy	37 +3	+9%	+$653	0.01%	1411
2022 Q4	$6K	Buy	34 +3	+10%	+$729	﹤0.01%	1504
2022 Q3	$9K	Hold	31	–	–	0.01%	1295
2022 Q2	$8K	Sell	31 -5	-14%	-$1.39K	0.01%	1280
2022 Q1	$14K	Buy	36 +18	+100%	+$5.55K	0.01%	1179
2021 Q4	$7K	Buy	+18	New	+$7.98K	0.01%	1140

Other funds holding CHPT

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

SummitTX Capital Fort Worth, Texas $3.13B AUM 41.22% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return