HFP
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Holistic Financial Partners’s Check Point Software Technologies CHKP Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-839
Closed -$83K – 91
2018
Q1 		$83K Sell
839
-87
-9% -$8.96K 0.07% 133
2017
Q4 		$96K Buy
+926
New +$101K 0.08% 119

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Holistic Financial Partners's CHKP Position: Q2 2018 in Review

Holistic Financial Partners sold out of Check Point Software Technologies (CHKP) in Q2 2018, closing a stake of 839 shares — an estimated $83K sold.

Holistic Financial Partners first reported a position in CHKP in Q4 2017 and held it in 2 quarters. The position peaked at $96K in Q4 2017. 561 funds tracked by Wall St. Rank hold CHKP as of Q2 2018.

  • Holistic Financial Partners reported no remaining Check Point Software Technologies position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 839 Check Point Software Technologies shares in Q2 2018, an estimated $83K.
  • Holistic Financial Partners first reported a position in Check Point Software Technologies in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Check Point Software Technologies position peaked at $96K in Q4 2017.
  • 561 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.