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

Congress 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
2024
Q3 		– Sell
-38,006
Closed -$6.27M – 843
2024
Q2 		$6.27M Buy
+38,006
New +$5.92M 0.1% 221

Other funds holding CHKP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Congress Wealth Management's CHKP Position: Q3 2024 in Review

Congress Wealth Management sold out of Check Point Software Technologies (CHKP) in Q3 2024, closing a stake of 38,006 shares — an estimated $6.27M sold.

Congress Wealth Management first reported a position in CHKP in Q2 2024 and held it in 1 quarter. The position peaked at $6.27M in Q2 2024. 736 funds tracked by Wall St. Rank hold CHKP as of Q3 2024.

  • Congress Wealth Management reported no remaining Check Point Software Technologies position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 38,006 Check Point Software Technologies shares in Q3 2024, an estimated $6.27M.
  • Congress Wealth Management first reported a position in Check Point Software Technologies in Q2 2024 and held it in 1 quarter.
  • Congress Wealth Management's Check Point Software Technologies position peaked at $6.27M in Q2 2024.
  • 736 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.