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PFG Investments’s ChargePoint CHPT Stock Holding History

PFG Investments’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
2025
Q3 		– Sell
-899
Closed -$12.6K – 1119
2025
Q2 		$12.6K Sell
899
-136
-13% -$1.82K ﹤0.01% 1035
2025
Q1 		$12.5K Sell
1,035
-214
-17% -$3.57K ﹤0.01% 1003
2024
Q4 		$26.7K Sell
1,249
-227
-15% -$5.62K ﹤0.01% 1000
2024
Q3 		$40.4K Sell
1,476
-229
-13% -$7.96K ﹤0.01% 976
2024
Q2 		$51.5K Buy
1,705
+415
+32% +$13.5K ﹤0.01% 893
2024
Q1 		$49K Buy
+1,290
New +$50.6K ﹤0.01% 996
2023
Q4 		– Sell
-587
Closed -$58.3K – 494
2023
Q3 		$58.3K Sell
587
-60
-9% -$8.7K 0.01% 491
2023
Q2 		$114K Sell
647
-333
-34% -$58.4K 0.02% 484
2023
Q1 		$205K Buy
+980
New +$213K 0.04% 435

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return