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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RWA Wealth Partners's CHPT Position: Q1 2025 in Review

RWA Wealth Partners sold out of ChargePoint (CHPT) in Q1 2025, closing a stake of 654 shares — an estimated $14K sold.

RWA Wealth Partners first reported a position in CHPT in Q2 2021 and held it in 10 quarters. The position peaked at $254K in Q1 2022. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

RWA Wealth Partners reported no remaining ChargePoint position as of Q1 2025 after selling out during the quarter.
RWA Wealth Partners sold 654 ChargePoint shares in Q1 2025, an estimated $14K.
RWA Wealth Partners first reported a position in ChargePoint in Q2 2021 and held it in 10 quarters.
RWA Wealth Partners's ChargePoint position peaked at $254K in Q1 2022.
287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.