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Householder Group Estate & Retirement Specialist’s ChargePoint CHPT Stock Holding History

Householder Group Estate & Retirement Specialist’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
-50
Closed -$1K – 652
2024
Q3 		$1K Sell
50
-15
-23% -$522 ﹤0.01% 1087
2024
Q2 		$1K Buy
65
+35
+117% +$1.14K ﹤0.01% 1116
2024
Q1 		$1.14K Hold
30
– – ﹤0.01% 1106
2023
Q4 		$1K Hold
30
– – ﹤0.01% 1048
2023
Q3 		$2.98K Buy
+30
New +$4.35K ﹤0.01% 1019
2023
Q1 		$3K Sell
15
-41
-73% -$8.93K ﹤0.01% 1022
2022
Q4 		$10K Buy
56
+41
+273% +$9.96K 0.01% 226
2022
Q3 		$4K Buy
+15
New +$4.55K ﹤0.01% 884

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Householder Group Estate & Retirement Specialist's CHPT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 50 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in CHPT in Q3 2022 and held it in 8 quarters. The position peaked at $10K in Q4 2022. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 50 ChargePoint shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in ChargePoint in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's ChargePoint position peaked at $10K in Q4 2022.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.