Parkside Financial Bank & Trust’s ChargePoint CHPT Stock Holding History

Parkside Financial Bank & Trust’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	-29	Closed	-$345	–	2781
2025 Q1	$345	Buy	+29	New	+$483	﹤0.01%	2598
2024 Q4	–	Sell	-45	Closed	-$1.24K	–	2145
2024 Q3	$1.24K	Hold	45	–	–	﹤0.01%	1671
2024 Q2	$1.37K	Buy	+45	New	+$1.47K	﹤0.01%	1610
2024 Q1	–	Sell	-19	Closed	-$866	–	2042
2023 Q4	$866	Buy	19 +12	+171%	+$671	﹤0.01%	1646
2023 Q3	$726	Buy	+7	New	+$1.01K	﹤0.01%	1883
2023 Q2	–	Sell	-1	Closed	-$220	–	2027
2023 Q1	$220	Hold	1	–	–	﹤0.01%	1949
2022 Q4	$200	Sell	1 -38	-97%	-$9.23K	﹤0.01%	1961
2022 Q3	$12K	Buy	39 +36	+1,200%	+$10.9K	﹤0.01%	929
2022 Q2	$1K	Sell	3 -3	-50%	-$831	﹤0.01%	1686
2022 Q1	$3K	Buy	+6	New	+$1.85K	﹤0.01%	1467
2021 Q4	–	Sell	-3	Closed	-$1K	–	1812
2021 Q3	$1K	Buy	+3	New	+$1.4K	﹤0.01%	1651

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parkside Financial Bank & Trust's CHPT Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 29 shares — an estimated $345 sold.

Parkside Financial Bank & Trust first reported a position in CHPT in Q3 2021 and held it in 11 quarters. The position peaked at $12K in Q3 2022. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

Parkside Financial Bank & Trust reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 29 ChargePoint shares in Q2 2025, an estimated $345.
Parkside Financial Bank & Trust first reported a position in ChargePoint in Q3 2021 and held it in 11 quarters.
Parkside Financial Bank & Trust's ChargePoint position peaked at $12K in Q3 2022.
246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.