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

Altium 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
2021
Q2 		– Sell
-1,883
Closed -$211K – 380
2021
Q1 		$211K Sell
1,883
-141
-7% -$17K 0.02% 353
2020
Q4 		$269K Sell
2,024
-51
-2% -$6.23K 0.02% 302
2020
Q3 		$250K Sell
2,075
-1,425
-41% -$174K 0.03% 291
2020
Q2 		$376K Buy
3,500
+1,058
+43% +$112K 0.04% 232
2020
Q1 		$246K Buy
+2,442
New +$262K 0.03% 252

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Altium Wealth Management's CHKP Position: Q2 2021 in Review

Altium Wealth Management sold out of Check Point Software Technologies (CHKP) in Q2 2021, closing a stake of 1,883 shares — an estimated $211K sold.

Altium Wealth Management first reported a position in CHKP in Q1 2020 and held it in 5 quarters. The position peaked at $376K in Q2 2020. 613 funds tracked by Wall St. Rank hold CHKP as of Q2 2021.

  • Altium Wealth Management reported no remaining Check Point Software Technologies position as of Q2 2021 after selling out during the quarter.
  • Altium Wealth Management sold 1,883 Check Point Software Technologies shares in Q2 2021, an estimated $211K.
  • Altium Wealth Management first reported a position in Check Point Software Technologies in Q1 2020 and held it in 5 quarters.
  • Altium Wealth Management's Check Point Software Technologies position peaked at $376K in Q2 2020.
  • 613 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2021.

Based on Altium Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.