Shufro Rose & Co’s ChargePoint CHPT Stock Holding History

Shufro Rose & Co’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Hold	–	-$60.8K	–	315
2024 Q1	–	Hold	–	–	–	306
2023 Q1	–	Hold	–	-$47.6K	–	328
2022 Q4	–	Hold	–	–	–	331

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

Shufro Rose & Co's CHPT Position: Q1 2025 in Review

Shufro Rose & Co sold out of ChargePoint (CHPT) in Q1 2025, closing a stake of 5,005 shares — an estimated $107K sold.

Shufro Rose & Co first reported a position in CHPT in Q4 2022 and held it in 9 quarters. The position peaked at $1.28M in Q1 2023. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

Shufro Rose & Co reported no remaining ChargePoint position as of Q1 2025 after selling out during the quarter.
Shufro Rose & Co sold 5,005 ChargePoint shares in Q1 2025, an estimated $107K.
Shufro Rose & Co first reported a position in ChargePoint in Q4 2022 and held it in 9 quarters.
Shufro Rose & Co's ChargePoint position peaked at $1.28M in Q1 2023.
287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on Shufro Rose & Co's 13F filing for Q1 2025, filed 8 May 2025.