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	–	219
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	Sell	1 -41	-98%	-$19.1K	﹤0.01%	606
2021 Q2	$24K	Buy	42 +41	+4,100%	+$21.7K	﹤0.01%	535
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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return