Fi3 Financial Advisors’s ChargePoint CHPT Stock Holding History

Fi3 Financial 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 Q2	–	Sell	-761	Closed	-$9.21K	–	171
2025 Q1	$9.21K	Buy	+761	New	+$12.7K	﹤0.01%	136

Other funds holding CHPT

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

SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Goldman Sachs New York $871B 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

Fi3 Financial Advisors's CHPT Position: Q2 2025 in Review

Fi3 Financial Advisors sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 761 shares — an estimated $9.21K sold.

Fi3 Financial Advisors first reported a position in CHPT in Q1 2025 and held it in 1 quarter. The position peaked at $9.21K in Q1 2025. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

Fi3 Financial Advisors reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
Fi3 Financial Advisors sold 761 ChargePoint shares in Q2 2025, an estimated $9.21K.
Fi3 Financial Advisors first reported a position in ChargePoint in Q1 2025 and held it in 1 quarter.
Fi3 Financial Advisors's ChargePoint position peaked at $9.21K in Q1 2025.
246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Fi3 Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.