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Clark Financial Services Group’s ChargePoint CHPT Stock Holding History

Clark Financial Services Group’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
-1,696
Closed -$46.5K – 84
2024
Q3 		$46.5K Sell
1,696
-3
-0.2% -$104 0.04% 77
2024
Q2 		$52K Sell
1,699
-34
-2% -$1.11K 0.05% 61
2024
Q1 		$66K Buy
1,733
+339
+24% +$13.3K 0.08% 61
2023
Q4 		$65K Sell
1,394
-11
-0.8% -$615 0.08% 59
2023
Q3 		$140K Sell
1,405
-9
-0.6% -$1.3K 0.19% 56
2023
Q2 		$249K Hold
1,414
– – 0.34% 49
2023
Q1 		$296K Buy
1,414
+7
+0.5% +$1.52K 0.44% 40
2022
Q4 		$268K Buy
+1,407
New +$342K 0.31% 44

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
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 $37.7B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Clark Financial Services Group's CHPT Position: Q4 2024 in Review

Clark Financial Services Group sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 1,696 shares — an estimated $46.5K sold.

Clark Financial Services Group first reported a position in CHPT in Q4 2022 and held it in 8 quarters. The position peaked at $296K in Q1 2023. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • Clark Financial Services Group reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • Clark Financial Services Group sold 1,696 ChargePoint shares in Q4 2024, an estimated $46.5K.
  • Clark Financial Services Group first reported a position in ChargePoint in Q4 2022 and held it in 8 quarters.
  • Clark Financial Services Group's ChargePoint position peaked at $296K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Clark Financial Services Group's 13F filing for Q4 2024, filed 14 Feb 2025.