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Legacy Advisors’s ChargePoint CHPT Stock Holding History

Legacy 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 		$101 Hold
1,198
– – ﹤0.01% 430
2024
Q4 		$25.6K Buy
+1,198
New +$29.7K ﹤0.01% 411

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 $3.38T AUM 44.17% 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

Legacy Advisors's CHPT Position: Q1 2025 in Review

Legacy Advisors held its ChargePoint (CHPT) position steady in Q1 2025 at 1,198 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Legacy Advisors first reported a position in CHPT in Q4 2024 and has held it in 2 quarters since. The position peaked at $25.6K in Q4 2024. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

  • Legacy Advisors held 1,198 shares of ChargePoint worth $101 as of Q1 2025.
  • Legacy Advisors left its ChargePoint share count unchanged in Q1 2025.
  • ChargePoint made up ﹤0.01% of Legacy Advisors's portfolio in Q1 2025, its #430 holding.
  • Legacy Advisors first reported a position in ChargePoint in Q4 2024 and has held it in 2 quarters since.
  • Legacy Advisors's ChargePoint position peaked at $25.6K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.