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

Baystate 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
2023
Q1 		– Sell
-29
Closed -$4K – 1038
2022
Q4 		$4K Buy
+29
New +$3.62K ﹤0.01% 702
2018
Q1 		– Sell
-214
Closed -$22K – 681
2017
Q4 		$22K Buy
214
+107
+100% +$11.6K ﹤0.01% 282
2017
Q3 		$12K Sell
107
-493
-82% -$54.2K ﹤0.01% 332
2017
Q2 		$69K Hold
600
– – 0.01% 149
2017
Q1 		$62K Buy
+600
New +$58.8K 0.01% 162
2013
Q3 		– Sell
-800
Closed -$40K – 55
2013
Q2 		$40K Buy
+800
New +$38.5K 0.02% 112

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's CHKP Position: Q1 2023 in Review

Baystate Wealth Management sold out of Check Point Software Technologies (CHKP) in Q1 2023, closing a stake of 29 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in CHKP in Q2 2013 and held it in 6 quarters. The position peaked at $69K in Q2 2017. 599 funds tracked by Wall St. Rank hold CHKP as of Q1 2023.

  • Baystate Wealth Management reported no remaining Check Point Software Technologies position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 29 Check Point Software Technologies shares in Q1 2023, an estimated $4K.
  • Baystate Wealth Management first reported a position in Check Point Software Technologies in Q2 2013 and held it in 6 quarters.
  • Baystate Wealth Management's Check Point Software Technologies position peaked at $69K in Q2 2017.
  • 599 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.