Global Financial Private Client’s ChargePoint CHPT Stock Holding History

Global Financial Private Client’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	-5	Closed	-$123	–	1666
2024 Q3	$123	Buy	+5	New	+$174	﹤0.01%	800
2023 Q2	–	Sell	-201	Closed	-$41.5K	–	676
2023 Q1	$41.5K	Hold	201	–	–	0.02%	297
2022 Q4	$38.4K	Buy	201 +2	+1%	+$486	0.02%	298
2022 Q3	$59.9K	Buy	+199	New	+$60.4K	0.03%	253
2022 Q1	–	Sell	-175	Closed	-$66.7K	–	656
2021 Q4	$66.7K	Buy	175 +58	+50%	+$25.7K	0.03%	243
2021 Q3	$45K	Buy	+117	New	+$54.5K	0.02%	252

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 $3.37T AUM 44.26% 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

Global Financial Private Client's CHPT Position: Q4 2024 in Review

Global Financial Private Client sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 5 shares — an estimated $123 sold.

Global Financial Private Client first reported a position in CHPT in Q3 2021 and held it in 6 quarters. The position peaked at $66.7K in Q4 2021. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

Global Financial Private Client reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
Global Financial Private Client sold 5 ChargePoint shares in Q4 2024, an estimated $123.
Global Financial Private Client first reported a position in ChargePoint in Q3 2021 and held it in 6 quarters.
Global Financial Private Client's ChargePoint position peaked at $66.7K in Q4 2021.
292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Global Financial Private Client's 13F filing for Q4 2024, filed 14 Jan 2025.