MML Investors Services
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MML Investors Services’s ChargePoint CHPT Stock Holding History

MML Investors Services’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
-759
Closed -$11K – 2894
2025
Q2 		$11K Sell
759
-626
-45% -$8.39K ﹤0.01% 2802
2025
Q1 		$17K Sell
1,385
-184
-12% -$3.07K ﹤0.01% 2678
2024
Q4 		$34K Sell
1,569
-201
-11% -$4.97K ﹤0.01% 2640
2024
Q3 		$48K Sell
1,770
-34
-2% -$1.18K ﹤0.01% 2542
2024
Q2 		$54K Buy
1,804
+221
+14% +$7.2K ﹤0.01% 2443
2024
Q1 		$60K Buy
1,583
+23
+1% +$902 ﹤0.01% 2439
2023
Q4 		$73K Sell
1,560
-186
-11% -$10.4K ﹤0.01% 2403
2023
Q3 		$174K Sell
1,746
-84
-5% -$12.2K ﹤0.01% 2181
2023
Q2 		$322K Buy
1,830
+865
+90% +$152K ﹤0.01% 1901
2023
Q1 		$202K Buy
965
+258
+36% +$56.2K ﹤0.01% 1910
2022
Q4 		$135K Buy
+707
New +$172K ﹤0.01% 2073
2022
Q3 		– Sell
-509
Closed -$139K – 2083
2022
Q2 		$139K Buy
+509
New +$141K ﹤0.01% 1953
2021
Q3 		– Sell
-311
Closed -$216K – 1953
2021
Q2 		$216K Sell
311
-123
-28% -$65.1K ﹤0.01% 1784
2021
Q1 		$232K Buy
+434
New +$293K ﹤0.01% 1652

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return