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Cresset Asset Management’s ChargePoint CHPT Stock Holding History

Cresset Asset Management’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
-12,248
Closed -$148K – 1497
2025
Q1 		$148K Sell
12,248
-4,504
-27% -$75.1K ﹤0.01% 1576
2024
Q4 		$358K Sell
16,752
-2,858
-15% -$70.7K ﹤0.01% 1253
2024
Q3 		$537K Sell
19,610
-4,213
-18% -$146K ﹤0.01% 1479
2024
Q2 		$719K Buy
23,823
+22,749
+2,118% +$741K ﹤0.01% 1252
2024
Q1 		$40.8K Sell
1,074
-103
-9% -$4.04K ﹤0.01% 1868
2023
Q4 		$55.1K Sell
1,177
-315
-21% -$17.6K ﹤0.01% 1782
2023
Q3 		$148K Buy
1,492
+23
+2% +$3.34K ﹤0.01% 1676
2023
Q2 		$258K Buy
+1,469
New +$258K ﹤0.01% 1598

Other funds holding CHPT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return