OIA
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Optimum Investment Advisors’s ChargePoint CHPT Stock Holding History

Optimum Investment 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
2023
Q4 		– Sell
-40
Closed -$3.98K – 661
2023
Q3 		$3.98K Hold
40
– – ﹤0.01% 617
2023
Q2 		$7.03K Sell
40
-25
-38% -$4.38K ﹤0.01% 579
2023
Q1 		$13.6K Hold
65
– – 0.01% 529
2022
Q4 		$12.4K Hold
65
– – 0.01% 549
2022
Q3 		$19K Hold
65
– – 0.01% 498
2022
Q2 		$18K Hold
65
– – 0.01% 529
2022
Q1 		$26K Sell
65
-18
-22% -$5.55K 0.01% 536
2021
Q4 		$31K Hold
83
– – 0.01% 542
2021
Q3 		$33K Buy
83
+18
+28% +$8.38K 0.01% 527
2021
Q2 		$45K Buy
65
+25
+63% +$13.2K 0.01% 527
2021
Q1 		$21K Buy
+40
New +$27K 0.01% 652

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM