AFG Fiduciary Services’s ChargePoint CHPT Stock Holding History

AFG Fiduciary Services’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	-665	Closed	-$17.8K	–	75
2024 Q3	$17.8K	Buy	+665	New	+$23.1K	0.01%	76
2023 Q3	–	Sell	-964	Closed	-$159K	–	73
2023 Q2	$159K	Sell	964 -375	-28%	-$65.7K	0.12%	73
2023 Q1	$280K	Buy	1,339 +257	+24%	+$56K	0.26%	52
2022 Q4	$206K	Sell	1,082 -17	-2%	-$4.13K	0.19%	69
2022 Q3	$324K	Buy	+1,099	New	+$334K	0.31%	55

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AFG Fiduciary Services's CHPT Position: Q4 2024 in Review

AFG Fiduciary Services sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 665 shares — an estimated $17.8K sold.

AFG Fiduciary Services first reported a position in CHPT in Q3 2022 and held it in 5 quarters. The position peaked at $324K in Q3 2022. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

AFG Fiduciary Services reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
AFG Fiduciary Services sold 665 ChargePoint shares in Q4 2024, an estimated $17.8K.
AFG Fiduciary Services first reported a position in ChargePoint in Q3 2022 and held it in 5 quarters.
AFG Fiduciary Services's ChargePoint position peaked at $324K in Q3 2022.
292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on AFG Fiduciary Services's 13F filing for Q4 2024, filed 17 Jan 2025.