Cutler Group’s ChargePoint CHPT Stock Holding History

Cutler Group’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
2024 Q1	$1K	Sell	4,205 -11,490	-73%	-$451K	﹤0.01%	1965
2023 Q4	$19K	Buy	15,695 +4,790	+44%	+$268K	﹤0.01%	1996
2023 Q3	$29K	Buy	10,905 +6,485	+147%	+$941K	﹤0.01%	1779
2023 Q2	$51K	Buy	4,420 +3,160	+251%	+$554K	0.01%	1271
2023 Q1	$39K	Sell	1,260 -740	-37%	-$161K	0.01%	1497
2022 Q4	$6K	Sell	2,000 -5	-0.2%	-$1.22K	﹤0.01%	3021
2022 Q3	$94K	Sell	2,005 -785	-28%	-$238K	0.01%	1428
2022 Q2	$117K	Sell	2,790 -1,215	-30%	-$337K	0.02%	1338
2022 Q1	$213K	Sell	4,005 -585	-13%	-$180K	0.02%	1144
2021 Q4	$45K	Sell	4,590 -1,590	-26%	-$705K	﹤0.01%	2476
2021 Q3	$93K	Buy	6,180 +1,220	+25%	+$568K	0.01%	1968
2021 Q2	$659K	Sell	4,960 -9,060	-65%	-$4.8M	0.05%	625
2021 Q1	$804K	Sell	14,020 -280	-2%	-$189K	0.07%	535
2020 Q4	$2.08M	Buy	+14,300	New	+$7.19M	0.17%	202

Other funds holding CHPT

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

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

Citigroup New York $157B AUM 32.99% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return