SWA
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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% 836

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return