Crewe Advisors’s ChargePoint CHPT Stock Holding History

Crewe Advisors’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 Q3	–	Sell	-1	Closed	-$12	–	978
2025 Q2	$12	Hold	1	–	–	﹤0.01%	745
2025 Q1	$10	Hold	1	–	–	﹤0.01%	716
2024 Q4	$18	Buy	+1	New	+$25	﹤0.01%	645
2023 Q4	–	Sell	-30	Closed	-$2.98K	–	461
2023 Q3	$2.98K	Hold	30	–	–	﹤0.01%	318
2023 Q2	$5.27K	Buy	30 +10	+50%	+$1.75K	﹤0.01%	456
2023 Q1	$4.19K	Buy	20 +10	+100%	+$2.18K	﹤0.01%	653
2022 Q4	$1.91K	Buy	10 +5	+100%	+$1.22K	﹤0.01%	844
2022 Q3	$1K	Buy	+5	New	+$1.52K	﹤0.01%	1121

Other funds holding CHPT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Crewe Advisors's CHPT Position: Q3 2025 in Review

Crewe Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1 share — an estimated $12 sold.

Crewe Advisors first reported a position in CHPT in Q3 2022 and held it in 8 quarters. The position peaked at $5.27K in Q2 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

Crewe Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 1 ChargePoint share in Q3 2025, an estimated $12.
Crewe Advisors first reported a position in ChargePoint in Q3 2022 and held it in 8 quarters.
Crewe Advisors's ChargePoint position peaked at $5.27K in Q2 2023.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.