IAA
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Independent Advisor Alliance’s ChargePoint CHPT Stock Holding History

Independent Advisor Alliance’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
-581
Closed -$15.9K – 1351
2024
Q3 		$15.9K Sell
581
-30
-5% -$1.04K ﹤0.01% 702
2024
Q2 		$18.4K Sell
611
-49
-7% -$1.59K ﹤0.01% 696
2024
Q1 		$25.1K Sell
660
-337
-34% -$13.2K ﹤0.01% 692
2023
Q4 		$46.7K Buy
997
+254
+34% +$14.2K ﹤0.01% 662
2023
Q3 		$73.9K Sell
743
-102
-12% -$14.8K ﹤0.01% 631
2023
Q2 		$149K Sell
845
-116
-12% -$20.3K 0.01% 634
2023
Q1 		$201K Sell
961
-113
-11% -$24.6K 0.01% 620
2022
Q4 		$205 Buy
1,074
+75
+8% +$18.2K ﹤0.01% 381
2022
Q3 		$295K Buy
999
+196
+24% +$59.5K 0.02% 482
2022
Q2 		$220K Sell
803
-44
-5% -$12.2K 0.01% 553
2022
Q1 		$337K Sell
847
-272
-24% -$83.9K 0.02% 486
2021
Q4 		$426K Buy
1,119
+154
+16% +$68.2K 0.02% 429
2021
Q3 		$386K Buy
965
+120
+14% +$55.9K 0.02% 433
2021
Q2 		$587K Buy
845
+182
+27% +$96.4K 0.03% 353
2021
Q1 		$354K Buy
+663
New +$448K 0.02% 452

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Advisor Alliance's CHPT Position: Q4 2024 in Review

Independent Advisor Alliance sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 581 shares — an estimated $15.9K sold.

Independent Advisor Alliance first reported a position in CHPT in Q1 2021 and held it in 15 quarters. The position peaked at $587K in Q2 2021. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • Independent Advisor Alliance reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 581 ChargePoint shares in Q4 2024, an estimated $15.9K.
  • Independent Advisor Alliance first reported a position in ChargePoint in Q1 2021 and held it in 15 quarters.
  • Independent Advisor Alliance's ChargePoint position peaked at $587K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.