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Mutual Advisors’s ChargePoint CHPT Stock Holding History

Mutual 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
Q2 		– Sell
-962
Closed -$12.8K – 1178
2025
Q1 		$12.8K Sell
962
-695
-42% -$11.6K ﹤0.01% 1077
2024
Q4 		$36.4K Sell
1,657
-34
-2% -$842 ﹤0.01% 1065
2024
Q3 		$44K Sell
1,691
-33
-2% -$1.15K ﹤0.01% 1078
2024
Q2 		$72.1K Sell
1,724
-22
-1% -$716 ﹤0.01% 1064
2024
Q1 		$66.3K Sell
1,746
-197
-10% -$7.73K ﹤0.01% 1065
2023
Q4 		$90.9K Sell
1,943
-253
-12% -$14.2K ﹤0.01% 985
2023
Q3 		$218K Buy
2,196
+185
+9% +$26.8K 0.01% 889
2023
Q2 		$353K Sell
2,011
-17
-0.8% -$2.98K 0.01% 750
2023
Q1 		$425K Buy
2,028
+584
+40% +$127K 0.02% 673
2022
Q4 		$275K Buy
+1,444
New +$351K 0.01% 765

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.13B AUM 41.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return