Heritage Wealth Management (Arizona)’s Check Point Software Technologies CHKP Stock Holding History

Heritage Wealth Management (Arizona)’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	$793K	Sell	4,807 -895	-16%	-$140K	0.44%	52
2024 Q1	$935K	Sell	5,702 -217	-4%	-$34.8K	0.48%	48
2023 Q4	$904K	Buy	+5,919	New	+$836K	0.49%	46
2022 Q4	$1.76M	Buy	13,972 +7,975	+133%	+$995K	0.25%	66
2022 Q3	$672K	Buy	5,997 +377	+7%	+$45.6K	0.22%	77
2022 Q2	$684K	Buy	5,620 +706	+14%	+$90.6K	0.23%	78
2022 Q1	$679K	Buy	+4,914	New	+$642K	0.18%	94
2021 Q3	$275K	Buy	2,430 +545	+29%	+$66.4K	0.1%	166
2021 Q2	$219K	Buy	1,885 +843	+81%	+$99.5K	0.08%	208
2021 Q1	$117K	Buy	+1,042	New	+$126K	0.07%	229

Other funds holding CHKP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s CHKP Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Check Point Software Technologies (CHKP) stake by 16% in Q2 2024, selling an estimated $140K and leaving 4,807 shares worth $793K. The position accounts for 0.44% of the portfolio, ranked #52.

Heritage Wealth Management (Arizona) first reported a position in CHKP in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2022. 688 funds tracked by Wall St. Rank hold CHKP as of Q2 2024.

Heritage Wealth Management (Arizona) held 4,807 shares of Check Point Software Technologies worth $793K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 895 Check Point Software Technologies shares in Q2 2024, an estimated $140K.
Check Point Software Technologies made up 0.44% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #52 holding.
Heritage Wealth Management (Arizona) first reported a position in Check Point Software Technologies in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Check Point Software Technologies position peaked at $1.76M in Q4 2022.
688 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.