United Capital Financial Advisors’s ChargePoint CHPT Stock Holding History

United Capital Financial 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 Q3	–	Sell	-774	Closed	-$23.4K	–	1069
2024 Q2	$23.4K	Buy	+774	New	+$25.2K	﹤0.01%	1026
2022 Q4	–	Sell	-879	Closed	-$259K	–	1052
2022 Q3	$259K	Sell	879 -466	-35%	-$141K	﹤0.01%	950
2022 Q2	$368K	Buy	1,345 +732	+119%	+$203K	﹤0.01%	882
2022 Q1	$244K	Buy	613 +87	+17%	+$26.8K	﹤0.01%	1063
2021 Q4	$200K	Buy	+526	New	+$233K	﹤0.01%	1158
2021 Q3	–	Sell	-562	Closed	-$390K	–	1208
2021 Q2	$390K	Buy	562 +81	+17%	+$42.9K	﹤0.01%	947
2021 Q1	$257K	Buy	+481	New	+$325K	﹤0.01%	1029

Other funds holding CHPT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Capital Financial Advisors's CHPT Position: Q3 2024 in Review

United Capital Financial Advisors sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 774 shares — an estimated $23.4K sold.

United Capital Financial Advisors first reported a position in CHPT in Q1 2021 and held it in 7 quarters. The position peaked at $390K in Q2 2021. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

United Capital Financial Advisors reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
United Capital Financial Advisors sold 774 ChargePoint shares in Q3 2024, an estimated $23.4K.
United Capital Financial Advisors first reported a position in ChargePoint in Q1 2021 and held it in 7 quarters.
United Capital Financial Advisors's ChargePoint position peaked at $390K in Q2 2021.
317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.