Aevitas Wealth Management’s Check Point Software Technologies CHKP Stock Holding History

Aevitas Wealth Management’s Portfolio CHKP Stock Details CHKP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$594K	Hold	4,712	–	–	0.35%	62
2022 Q3	$528K	Hold	4,712	–	–	0.4%	63
2022 Q2	$574K	Hold	4,712	–	–	0.39%	64
2022 Q1	$651K	Buy	4,712 +312	+7%	+$40.7K	0.4%	61
2021 Q4	$513K	Hold	4,400	–	–	0.31%	79
2021 Q3	$497K	Hold	4,400	–	–	0.32%	81
2021 Q2	$511K	Hold	4,400	–	–	0.33%	79
2021 Q1	$493K	Hold	4,400	–	–	0.34%	72
2020 Q4	$585K	Hold	4,400	–	–	0.43%	60
2020 Q3	$529K	Hold	4,400	–	–	0.44%	65
2020 Q2	$473K	Hold	4,400	–	–	0.44%	66
2020 Q1	$442K	Buy	4,400 +1,350	+44%	+$145K	0.49%	58
2019 Q4	$338K	Buy	3,050 +200	+7%	+$22.5K	0.32%	84
2019 Q3	$312K	Hold	2,850	–	–	0.31%	83
2019 Q2	$329K	Sell	2,850 -100	-3%	-$11.8K	0.33%	81
2019 Q1	$373K	Hold	2,950	–	–	0.33%	77
2018 Q4	$303K	Sell	2,950 -150	-5%	-$16.5K	0.31%	78
2018 Q3	$365K	Hold	3,100	–	–	0.33%	77
2018 Q2	$303K	Hold	3,100	–	–	0.29%	80
2018 Q1	$308K	Sell	3,100 -300	-9%	-$30.9K	0.31%	79
2017 Q4	$352K	Buy	+3,400	New	+$369K	0.33%	77

Other funds holding CHKP

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aevitas Wealth Management's CHKP Position: Q4 2022 in Review

Aevitas Wealth Management held its Check Point Software Technologies (CHKP) position steady in Q4 2022 at 4,712 shares worth $594K. The position accounts for 0.35% of the portfolio, ranked #62.

Aevitas Wealth Management first reported a position in CHKP in Q4 2017 and has held it in 21 quarters since. The position peaked at $651K in Q1 2022. 618 funds tracked by Wall St. Rank hold CHKP as of Q4 2022.

Aevitas Wealth Management held 4,712 shares of Check Point Software Technologies worth $594K as of Q4 2022.
Aevitas Wealth Management left its Check Point Software Technologies share count unchanged in Q4 2022.
Check Point Software Technologies made up 0.35% of Aevitas Wealth Management's portfolio in Q4 2022, its #62 holding.
Aevitas Wealth Management first reported a position in Check Point Software Technologies in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's Check Point Software Technologies position peaked at $651K in Q1 2022.
618 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.