HHM Wealth Advisors’s ChargePoint CHPT Stock Holding History

HHM Wealth 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
2024 Q4	–	Sell	-4	Closed	-$111	–	1019
2024 Q3	$111	Hold	4	–	–	﹤0.01%	764
2024 Q2	$123	Hold	4	–	–	﹤0.01%	773
2024 Q1	$154	Hold	4	–	–	﹤0.01%	722
2023 Q4	$190	Hold	4	–	–	﹤0.01%	723
2023 Q3	$403	Hold	4	–	–	﹤0.01%	757
2023 Q2	$712	Hold	4	–	–	﹤0.01%	765
2023 Q1	$849	Hold	4	–	–	﹤0.01%	776
2022 Q4	$772	Hold	4	–	–	﹤0.01%	652
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	614
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	750
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	666
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	626
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	589
2021 Q2	$3K	Hold	4	–	–	﹤0.01%	556
2021 Q1	$2K	Buy	+4	New	+$2.7K	﹤0.01%	535

Other funds holding CHPT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return