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Strategic Investment Advisors’s ChargePoint CHPT Stock Holding History

Strategic Investment 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
2025
Q1 		– Sell
-2,134
Closed -$45.7K – 238
2024
Q4 		$45.7K Buy
+2,134
New +$52.8K ﹤0.01% 237

Other funds holding CHPT

BlackRock
BlackRock New York $5.72T 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 $666B 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 $871B 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 $893B AUM 36.07% 1-Year Est. Return

Strategic Investment Advisors's CHPT Position: Q1 2025 in Review

Strategic Investment Advisors sold out of ChargePoint (CHPT) in Q1 2025, closing a stake of 2,134 shares — an estimated $45.7K sold.

Strategic Investment Advisors first reported a position in CHPT in Q4 2024 and held it in 1 quarter. The position peaked at $45.7K in Q4 2024. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

  • Strategic Investment Advisors reported no remaining ChargePoint position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,134 ChargePoint shares in Q1 2025, an estimated $45.7K.
  • Strategic Investment Advisors first reported a position in ChargePoint in Q4 2024 and held it in 1 quarter.
  • Strategic Investment Advisors's ChargePoint position peaked at $45.7K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on Strategic Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.