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Dougherty Wealth Advisers’s Check Point Software Technologies CHKP Stock Holding History

Dougherty Wealth Advisers’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
2019
Q3 		– Sell
-162
Closed -$19K – 184
2019
Q2 		$19K Hold
162
– – 0.05% 177
2019
Q1 		$20K Hold
162
– – 0.07% 153
2018
Q4 		$19K Buy
+162
New +$17.8K 0.06% 159

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dougherty Wealth Advisers's CHKP Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Check Point Software Technologies (CHKP) in Q3 2019, closing a stake of 162 shares — an estimated $19K sold.

Dougherty Wealth Advisers first reported a position in CHKP in Q4 2018 and held it in 3 quarters. The position peaked at $20K in Q1 2019. 609 funds tracked by Wall St. Rank hold CHKP as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Check Point Software Technologies position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 162 Check Point Software Technologies shares in Q3 2019, an estimated $19K.
  • Dougherty Wealth Advisers first reported a position in Check Point Software Technologies in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Check Point Software Technologies position peaked at $20K in Q1 2019.
  • 609 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.