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Principal Financial Group’s
ChargePoint
CHPT
Stock Holding History
Principal Financial Group’s Portfolio
CHPT Stock Details
CHPT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-1,512
Closed
-$18.3K
–
2240
2025
Q1
$18.3K
Buy
1,512
+19
+1%
+$317
﹤0.01%
2152
2024
Q4
$31.9K
Sell
1,493
-172
-10%
-$4.26K
﹤0.01%
2182
2024
Q3
$45.6K
Sell
1,665
-637
-28%
-$22.1K
﹤0.01%
2183
2024
Q2
$69.5K
Buy
2,302
+569
+33%
+$18.5K
﹤0.01%
2251
2024
Q1
$65.8K
Buy
1,733
+72
+4%
+$2.83K
﹤0.01%
2319
2023
Q4
$77.7K
Sell
1,661
-63
-4%
-$3.52K
﹤0.01%
2296
2023
Q3
$171K
Buy
1,724
+227
+15%
+$32.9K
﹤0.01%
2190
2023
Q2
$263K
Buy
1,497
+162
+12%
+$28.4K
﹤0.01%
2110
2023
Q1
$280K
Sell
1,335
-269
-17%
-$58.6K
﹤0.01%
2100
2022
Q4
$306K
Sell
1,604
-459
-22%
-$112K
﹤0.01%
2094
2022
Q3
$608K
Buy
2,063
+709
+52%
+$215K
﹤0.01%
1919
2022
Q2
$371K
Buy
1,354
+252
+23%
+$69.8K
﹤0.01%
2130
2022
Q1
$438K
Buy
1,102
+349
+46%
+$108K
﹤0.01%
2148
2021
Q4
$287K
Buy
+753
New
+$334K
﹤0.01%
2257
2021
Q3
–
Sell
-507
Closed
-$352K
–
2583
2021
Q2
$352K
Buy
+507
New
+$268K
﹤0.01%
2306
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$6.9T AUM
27.45%
1-Year Est. Return
SC
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$3.13B AUM
41.22%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Millennium Management
New York
$134B 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
$761B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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