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Coyle Financial Counsel’s ChargePoint CHPT Stock Holding History

Coyle Financial Counsel’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
-540
Closed -$20.5K – 73
2024
Q2 		$20.5K Hold
540
– – 0.01% 71
2024
Q1 		$20.5K Buy
+540
New +$21.2K 0.01% 71

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Coyle Financial Counsel's CHPT Position: Q3 2024 in Review

Coyle Financial Counsel sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 540 shares — an estimated $20.5K sold.

Coyle Financial Counsel first reported a position in CHPT in Q1 2024 and held it in 2 quarters. The position peaked at $20.5K in Q2 2024. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

  • Coyle Financial Counsel reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
  • Coyle Financial Counsel sold 540 ChargePoint shares in Q3 2024, an estimated $20.5K.
  • Coyle Financial Counsel first reported a position in ChargePoint in Q1 2024 and held it in 2 quarters.
  • Coyle Financial Counsel's ChargePoint position peaked at $20.5K in Q2 2024.
  • 317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Coyle Financial Counsel's 13F filing for Q3 2024, filed 12 Nov 2024.