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Legacy Financial Advisors’s ChargePoint CHPT Stock Holding History

Legacy 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
Q3 		– Sell
-1,800
Closed -$25.3K – 421
2025
Q2 		$25.3K Hold
1,800
– – ﹤0.01% 339
2025
Q1 		$21.8K Hold
1,800
– – ﹤0.01% 361
2024
Q4 		$38.5K Hold
1,800
– – 0.01% 343
2024
Q3 		$49.3K Hold
1,800
– – 0.01% 357
2024
Q2 		$54.4K Hold
1,800
– – 0.01% 331
2024
Q1 		$68.4K Buy
+1,800
New +$70.6K 0.01% 320

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Financial Advisors's CHPT Position: Q3 2025 in Review

Legacy Financial Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,800 shares — an estimated $25.3K sold.

Legacy Financial Advisors first reported a position in CHPT in Q1 2024 and held it in 6 quarters. The position peaked at $68.4K in Q1 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Legacy Financial Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,800 ChargePoint shares in Q3 2025, an estimated $25.3K.
  • Legacy Financial Advisors first reported a position in ChargePoint in Q1 2024 and held it in 6 quarters.
  • Legacy Financial Advisors's ChargePoint position peaked at $68.4K in Q1 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Legacy Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.