Atria Wealth Solutions’s Check Point Software Technologies CHKP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
1,080
-2,735
-72% -$602K 0.01% 1278
2025
Q1
$870K Sell
3,815
-346
-8% -$73.3K 0.01% 942
2024
Q4
$777K Buy
4,161
+1,247
+43% +$235K 0.01% 1034
2024
Q3
$562K Sell
2,914
-103
-3% -$18.9K 0.01% 1190
2024
Q2
$498K Sell
3,017
-109
-3% -$17K 0.01% 1239
2024
Q1
$513K Sell
3,126
-197
-6% -$31.6K 0.01% 1248
2023
Q4
$508K Buy
+3,323
New +$469K 0.01% 1200
2023
Q1
Sell
-1,972
Closed -$250K 1870
2022
Q4
$250K Buy
1,972
+3
+0.2% +$374 ﹤0.01% 1468
2022
Q3
$221K Buy
+1,969
New +$238K ﹤0.01% 1501

Other funds holding CHKP

Atria Wealth Solutions's CHKP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Check Point Software Technologies (CHKP) stake by 72% in Q2 2025, selling an estimated $602K and leaving 1,080 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #1278.

Atria Wealth Solutions first reported a position in CHKP in Q3 2022 and has held it in 9 quarters since. The position peaked at $870K in Q1 2025. 811 funds tracked by Wall St. Rank hold CHKP as of Q2 2025.

  • Atria Wealth Solutions held 1,080 shares of Check Point Software Technologies worth $239K as of Q2 2025.
  • Atria Wealth Solutions sold 2,735 Check Point Software Technologies shares in Q2 2025, an estimated $602K.
  • Check Point Software Technologies made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1278 holding.
  • Atria Wealth Solutions first reported a position in Check Point Software Technologies in Q3 2022 and has held it in 9 quarters since.
  • Atria Wealth Solutions's Check Point Software Technologies position peaked at $870K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.