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Roble Belko & Company’s ChargePoint CHPT Stock Holding History

Roble Belko & 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
2025
Q1 		– Hold
0
– – – 405
2024
Q4 		– Hold
0
– – – 377
2024
Q3 		– Hold
0
– – – 350
2024
Q2 		– Hold
0
– – – 336
2024
Q1 		– Sell
-2
Closed -$78 – 324
2023
Q4 		$0 Hold
2
– – ﹤0.01% 324
2023
Q3 		$0 Hold
2
– – ﹤0.01% 297
2023
Q2 		$0 Hold
2
– – ﹤0.01% 297
2023
Q1 		$0 Hold
2
– – ﹤0.01% 298
2022
Q4 		$0 Hold
2
– – ﹤0.01% 317
2022
Q3 		$1K Hold
2
– – ﹤0.01% 294
2022
Q2 		$1K Buy
+2
New +$554 ﹤0.01% 296
2022
Q1 		– Hold
0
– – – 369
2021
Q4 		– Hold
0
– – – 344
2021
Q3 		– Hold
0
– – – 320
2021
Q2 		– Hold
0
– – – 327
2021
Q1 		– Hold
0
– – – 321
2020
Q4 		– Hold
0
– – – 311

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return