Kelly Financial Services’s ChargePoint CHPT Stock Holding History

Kelly Financial Services’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	-4	Closed	-$129	–	218
2024 Q2	$129	Hold	4	–	–	﹤0.01%	752
2024 Q1	$162	Hold	4	–	–	﹤0.01%	758
2023 Q4	$200	Hold	4	–	–	﹤0.01%	736
2023 Q3	$424	Hold	4	–	–	﹤0.01%	696
2023 Q2	$750	Hold	4	–	–	﹤0.01%	627
2023 Q1	$893	Hold	4	–	–	﹤0.01%	601
2022 Q4	$813	Hold	4	–	–	﹤0.01%	580
2022 Q3	$1.26K	Hold	4	–	–	﹤0.01%	551
2022 Q2	$1.17K	Hold	4	–	–	﹤0.01%	542
2022 Q1	$1.7K	Hold	4	–	–	﹤0.01%	532
2021 Q4	$1.63K	Buy	4 +3	+300%	+$1.33K	﹤0.01%	564
2021 Q3	$480	Hold	1	–	–	﹤0.01%	606
2021 Q2	$834	Hold	1	–	–	﹤0.01%	564
2021 Q1	$641	Hold	1	–	–	﹤0.01%	570
2020 Q4	$962	Buy	+1	New	+$503	﹤0.01%	518

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kelly Financial Services's CHPT Position: Q3 2024 in Review

Kelly Financial Services sold out of ChargePoint (CHPT) in Q3 2024, closing a stake of 4 shares — an estimated $129 sold.

Kelly Financial Services first reported a position in CHPT in Q4 2020 and held it in 15 quarters. The position peaked at $1.7K in Q1 2022. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

Kelly Financial Services reported no remaining ChargePoint position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 4 ChargePoint shares in Q3 2024, an estimated $129.
Kelly Financial Services first reported a position in ChargePoint in Q4 2020 and held it in 15 quarters.
Kelly Financial Services's ChargePoint position peaked at $1.7K in Q1 2022.
317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.