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SOA Wealth Advisors’s ChargePoint CHPT Stock Holding History

SOA Wealth Advisors’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
2024
Q4 		– Sell
-18
Closed -$480 – 876
2024
Q3 		$480 Sell
18
-12
-40% -$417 ﹤0.01% 750
2024
Q2 		$906 Buy
30
+12
+67% +$391 ﹤0.01% 730
2024
Q1 		$665 Hold
18
– – ﹤0.01% 794
2023
Q4 		$819 Buy
18
+8
+80% +$447 ﹤0.01% 770
2023
Q3 		$994 Hold
10
– – ﹤0.01% 774
2023
Q2 		$1.76K Buy
10
+2
+25% +$351 ﹤0.01% 738
2023
Q1 		$1.62K Sell
8
-24
-75% -$5.23K ﹤0.01% 750
2022
Q4 		$6K Sell
32
-3
-9% -$729 ﹤0.01% 594
2022
Q3 		$10K Buy
35
+34
+3,400% +$10.3K ﹤0.01% 506
2022
Q2 		$0 Buy
+1
New +$277 ﹤0.01% 835
2022
Q1 		– Hold
0
– – – 908
2021
Q4 		– Hold
0
– – – 882
2021
Q3 		– Hold
0
– – – 899

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SOA Wealth Advisors's CHPT Position: Q4 2024 in Review

SOA Wealth Advisors sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 18 shares — an estimated $480 sold.

SOA Wealth Advisors first reported a position in CHPT in Q2 2022 and held it in 10 quarters. The position peaked at $10K in Q3 2022. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • SOA Wealth Advisors reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 18 ChargePoint shares in Q4 2024, an estimated $480.
  • SOA Wealth Advisors first reported a position in ChargePoint in Q2 2022 and held it in 10 quarters.
  • SOA Wealth Advisors's ChargePoint position peaked at $10K in Q3 2022.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.