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TFC Financial Management’s ChargePoint CHPT Stock Holding History

TFC Financial Management’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 		– Hold
0
– -$5 – 1022
2024
Q2 		– Hold
0
– – – 967
2023
Q4 		– Sell
-32
Closed -$3.15K – 672
2023
Q3 		$3.15K Hold
32
– – ﹤0.01% 424
2023
Q2 		$5.57K Buy
+32
New +$5.61K ﹤0.01% 363

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TFC Financial Management's CHPT Position: Q3 2024 in Review

TFC Financial Management held its ChargePoint (CHPT) position steady in Q3 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

TFC Financial Management first reported a position in CHPT in Q2 2023 and has held it in 2 quarters since. The position peaked at $5.57K in Q2 2023. 317 funds tracked by Wall St. Rank hold CHPT as of Q3 2024.

  • TFC Financial Management held 0 shares of ChargePoint worth $0 as of Q3 2024.
  • TFC Financial Management left its ChargePoint share count unchanged in Q3 2024.
  • ChargePoint made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2024, its #1022 holding.
  • TFC Financial Management first reported a position in ChargePoint in Q2 2023 and has held it in 2 quarters since.
  • TFC Financial Management's ChargePoint position peaked at $5.57K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held ChargePoint as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.