ORC
CHPT icon

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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $12B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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