Financial Synergies Wealth Advisors’s Check Point Software Technologies CHKP Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-3	Closed	-$493	–	136
2024 Q1	$493	Hold	3	–	–	﹤0.01%	456
2023 Q4	$379	Hold	3	–	–	﹤0.01%	399
2023 Q3	$400	Hold	3	–	–	﹤0.01%	456
2023 Q2	$377	Hold	3	–	–	﹤0.01%	457
2023 Q1	$390	Hold	3	–	–	﹤0.01%	438
2022 Q4	$379	Hold	3	–	–	﹤0.01%	399
2022 Q3	$337	Hold	3	–	–	﹤0.01%	406
2022 Q2	$366	Buy	+3	New	+$385	﹤0.01%	407

Other funds holding CHKP

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Financial Synergies Wealth Advisors's CHKP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Check Point Software Technologies (CHKP) in Q2 2024, closing a stake of 3 shares — an estimated $493 sold.

Financial Synergies Wealth Advisors first reported a position in CHKP in Q2 2022 and held it in 8 quarters. The position peaked at $493 in Q1 2024. 688 funds tracked by Wall St. Rank hold CHKP as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Check Point Software Technologies position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3 Check Point Software Technologies shares in Q2 2024, an estimated $493.
Financial Synergies Wealth Advisors first reported a position in Check Point Software Technologies in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Check Point Software Technologies position peaked at $493 in Q1 2024.
688 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.