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O'Rourke & Company’s ChargePoint CHPT Stock Holding History

O'Rourke & Company’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
-591
Closed -$16.2K – 148
2024
Q3 		$16.2K Sell
591
-291
-33% -$10.1K 0.01% 148
2024
Q2 		$27K Sell
882
-820
-48% -$26.7K 0.02% 142
2024
Q1 		$65K Buy
1,702
+483
+40% +$18.9K 0.04% 142
2023
Q4 		$57K Buy
1,219
+310
+34% +$17.3K 0.04% 136
2023
Q3 		$90K Buy
909
+3
+0.3% +$435 0.07% 132
2023
Q2 		$159K Buy
+906
New +$159K 0.11% 133

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 $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Rourke & Company's CHPT Position: Q4 2024 in Review

O'Rourke & Company sold out of ChargePoint (CHPT) in Q4 2024, closing a stake of 591 shares — an estimated $16.2K sold.

O'Rourke & Company first reported a position in CHPT in Q2 2023 and held it in 6 quarters. The position peaked at $159K in Q2 2023. 292 funds tracked by Wall St. Rank hold CHPT as of Q4 2024.

  • O'Rourke & Company reported no remaining ChargePoint position as of Q4 2024 after selling out during the quarter.
  • O'Rourke & Company sold 591 ChargePoint shares in Q4 2024, an estimated $16.2K.
  • O'Rourke & Company first reported a position in ChargePoint in Q2 2023 and held it in 6 quarters.
  • O'Rourke & Company's ChargePoint position peaked at $159K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held ChargePoint as of Q4 2024.

Based on O'Rourke & Company's 13F filing for Q4 2024, filed 13 Feb 2025.