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	$7K	Sell	1,700 -635	-27%	-$24.9K	﹤0.01%	1417
2023 Q4	$13K	Buy	2,335 +940	+67%	+$52.6K	﹤0.01%	2221
2023 Q3	$16K	Sell	1,395 -965	-41%	-$140K	﹤0.01%	2181
2023 Q2	$8K	Buy	2,360 +1,775	+303%	+$311K	﹤0.01%	2354
2023 Q1	$4K	Buy	585 +535	+1,070%	+$117K	﹤0.01%	2803
2022 Q4	$10K	Sell	50 -145	-74%	-$35.2K	﹤0.01%	2682
2022 Q3	$29K	Sell	195 -490	-72%	-$149K	﹤0.01%	2320
2022 Q2	$24K	Sell	685 -485	-41%	-$134K	﹤0.01%	2513
2022 Q1	$65K	Sell	1,170 -1,375	-54%	-$424K	0.01%	2027
2021 Q4	$186K	Buy	2,545 +70	+3%	+$31K	0.01%	1377
2021 Q3	$222K	Sell	2,475 -1,180	-32%	-$549K	0.02%	1285
2021 Q2	$135K	Sell	3,655 -7,695	-68%	-$4.07M	0.01%	1618
2021 Q1	$1.31M	Buy	11,350 +4,965	+78%	+$3.35M	0.11%	337
2020 Q4	$390K	Buy	+6,385	New	+$3.21M	0.03%	745

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