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Halpern Financial’s ChargePoint CHPT Stock Holding History

Halpern Financial’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 		$459 Hold
18
– – ﹤0.01% 219
2024
Q2 		$529 Hold
18
– – ﹤0.01% 208
2024
Q1 		$641 Hold
18
– – ﹤0.01% 199
2023
Q4 		$721 Buy
+18
New +$1.01K ﹤0.01% 233

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Halpern Financial's CHPT Position: Q3 2024 in Review

Halpern Financial held its ChargePoint (CHPT) position steady in Q3 2024 at 18 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Halpern Financial first reported a position in CHPT in Q4 2023 and has held it in 4 quarters since. The position peaked at $721 in Q4 2023. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

  • Halpern Financial held 18 shares of ChargePoint worth $459 as of Q3 2024.
  • Halpern Financial left its ChargePoint share count unchanged in Q3 2024.
  • ChargePoint made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #219 holding.
  • Halpern Financial first reported a position in ChargePoint in Q4 2023 and has held it in 4 quarters since.
  • Halpern Financial's ChargePoint position peaked at $721 in Q4 2023.
  • 317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.