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

Heritage 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
2022
Q1 		– Sell
-650
Closed -$76K – 538
2021
Q4 		$76K Hold
650
– – ﹤0.01% 286
2021
Q3 		$73.5K Hold
650
– – ﹤0.01% 285
2021
Q2 		$75.5K Hold
650
– – ﹤0.01% 286
2021
Q1 		$72.8K Sell
650
-242
-27% -$29.2K ﹤0.01% 293
2020
Q4 		$119K Buy
+892
New +$109K 0.01% 240

Other funds holding CHKP

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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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heritage Wealth Advisors's CHKP Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of Check Point Software Technologies (CHKP) in Q1 2022, closing a stake of 650 shares — an estimated $76K sold.

Heritage Wealth Advisors first reported a position in CHKP in Q4 2020 and held it in 5 quarters. The position peaked at $119K in Q4 2020. 624 funds tracked by Wall St. Rank hold CHKP as of Q1 2022.

  • Heritage Wealth Advisors reported no remaining Check Point Software Technologies position as of Q1 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 650 Check Point Software Technologies shares in Q1 2022, an estimated $76K.
  • Heritage Wealth Advisors first reported a position in Check Point Software Technologies in Q4 2020 and held it in 5 quarters.
  • Heritage Wealth Advisors's Check Point Software Technologies position peaked at $119K in Q4 2020.
  • 624 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.