CWM
CHKP icon

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

Cornerstone 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
2018
Q1 		$461K Sell
4,673
-68
-1% -$7K 0.09% 235
2017
Q4 		$490K Buy
+4,741
New +$515K 0.09% 216

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Cornerstone Wealth Management's CHKP Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its Check Point Software Technologies (CHKP) stake by 1.4% in Q1 2018, selling an estimated $7K and leaving 4,673 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #235.

Cornerstone Wealth Management first reported a position in CHKP in Q4 2017 and has held it in 2 quarters since. The position peaked at $490K in Q4 2017. 581 funds tracked by Wall St. Rank hold CHKP as of Q1 2018.

  • Cornerstone Wealth Management held 4,673 shares of Check Point Software Technologies worth $461K as of Q1 2018.
  • Cornerstone Wealth Management sold 68 Check Point Software Technologies shares in Q1 2018, an estimated $7K.
  • Check Point Software Technologies made up 0.09% of Cornerstone Wealth Management's portfolio in Q1 2018, its #235 holding.
  • Cornerstone Wealth Management first reported a position in Check Point Software Technologies in Q4 2017 and has held it in 2 quarters since.
  • Cornerstone Wealth Management's Check Point Software Technologies position peaked at $490K in Q4 2017.
  • 581 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.