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Gallagher Fiduciary Advisors’s ChargePoint CHPT Stock Holding History

Gallagher Fiduciary 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
Q1 		– Sell
-2,005
Closed -$42.9K – 311
2024
Q4 		$42.9K Sell
2,005
-3
-0.1% -$74 0.01% 296
2024
Q3 		$55K Buy
2,008
+220
+12% +$7.65K 0.01% 271
2024
Q2 		$54K Sell
1,788
-50
-3% -$1.63K 0.01% 255
2024
Q1 		$69.8K Sell
1,838
-50
-3% -$1.96K ﹤0.01% 197
2023
Q4 		$88.3K Buy
1,888
+410
+28% +$22.9K ﹤0.01% 178
2023
Q3 		$147K Buy
1,478
+140
+10% +$20.3K 0.01% 167
2023
Q2 		$235K Buy
1,338
+210
+19% +$36.8K 0.02% 187
2023
Q1 		$236K Buy
+1,128
New +$246K 0.02% 178

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gallagher Fiduciary Advisors's CHPT Position: Q1 2025 in Review

Gallagher Fiduciary Advisors sold out of ChargePoint (CHPT) in Q1 2025, closing a stake of 2,005 shares — an estimated $42.9K sold.

Gallagher Fiduciary Advisors first reported a position in CHPT in Q1 2023 and held it in 8 quarters. The position peaked at $236K in Q1 2023. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

  • Gallagher Fiduciary Advisors reported no remaining ChargePoint position as of Q1 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 2,005 ChargePoint shares in Q1 2025, an estimated $42.9K.
  • Gallagher Fiduciary Advisors first reported a position in ChargePoint in Q1 2023 and held it in 8 quarters.
  • Gallagher Fiduciary Advisors's ChargePoint position peaked at $236K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2025, filed 15 May 2025.