RWP
CHPT icon

RWA Wealth Partners’s ChargePoint CHPT Stock Holding History

RWA Wealth Partners’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
Q1 		– Sell
-654
Closed -$14K – 547
2024
Q4 		$14K Hold
654
– – ﹤0.01% 557
2024
Q3 		$17.9K Hold
654
– – ﹤0.01% 559
2024
Q2 		$19.7K Hold
654
– – ﹤0.01% 543
2024
Q1 		$24.8K Hold
654
– – ﹤0.01% 532
2023
Q4 		$30.6K Buy
+654
New +$36.6K ﹤0.01% 514
2023
Q1 		– Sell
-605
Closed -$132K – 259
2022
Q4 		$132K Sell
605
-99
-14% -$24.1K ﹤0.01% 252
2022
Q3 		$208K Sell
704
-51
-7% -$15.5K 0.01% 228
2022
Q2 		$207K Buy
755
+115
+18% +$31.9K 0.01% 229
2022
Q1 		$254K Buy
+640
New +$197K 0.02% 225
2021
Q3 		– Sell
-307
Closed -$213K – 238
2021
Q2 		$213K Buy
+307
New +$163K 0.02% 235

Other funds holding CHPT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return