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Liberty Wealth Management’s Check Point Software Technologies CHKP Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-541
Closed -$62K – 315
2021
Q3 		$62K Buy
541
+235
+77% +$28.6K 0.02% 377
2021
Q2 		$36K Buy
306
+127
+71% +$15K 0.01% 385
2021
Q1 		$23K Hold
179
– – 0.01% 432
2020
Q4 		$23K Buy
179
+159
+795% +$19.4K 0.01% 429
2020
Q3 		$2K Buy
+20
New +$2.44K ﹤0.01% 750
2019
Q3 		– Sell
-8
Closed -$1K – 883
2019
Q2 		$1K Buy
+8
New +$945 ﹤0.01% 804

Other funds holding CHKP

Massachusetts Financial Services
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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Liberty Wealth Management's CHKP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Check Point Software Technologies (CHKP) in Q4 2021, closing a stake of 541 shares — an estimated $62K sold.

Liberty Wealth Management first reported a position in CHKP in Q2 2019 and held it in 6 quarters. The position peaked at $62K in Q3 2021. 613 funds tracked by Wall St. Rank hold CHKP as of Q4 2021.

  • Liberty Wealth Management reported no remaining Check Point Software Technologies position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 541 Check Point Software Technologies shares in Q4 2021, an estimated $62K.
  • Liberty Wealth Management first reported a position in Check Point Software Technologies in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Check Point Software Technologies position peaked at $62K in Q3 2021.
  • 613 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.