Lucia Wealth Services’s Check Point Software Technologies CHKP Stock Holding History

Lucia Wealth Services’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
2019 Q2	–	Sell	-1,937	Closed	-$245K	–	176
2019 Q1	$245K	Sell	1,937 -125	-6%	-$14.5K	0.08%	114
2018 Q4	$212K	Sell	2,062 -1,100	-35%	-$121K	0.1%	110
2018 Q3	$372K	Sell	3,162 -1,481	-32%	-$168K	0.12%	109
2018 Q2	$454K	Sell	4,643 -25,912	-85%	-$2.57M	0.2%	90
2018 Q1	$3.04M	Buy	30,555 +14,571	+91%	+$1.5M	0.99%	36
2017 Q4	$1.66M	Buy	+15,984	New	+$1.74M	0.73%	36

Other funds holding CHKP

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Lucia Wealth Services's CHKP Position: Q2 2019 in Review

Lucia Wealth Services sold out of Check Point Software Technologies (CHKP) in Q2 2019, closing a stake of 1,937 shares — an estimated $245K sold.

Lucia Wealth Services first reported a position in CHKP in Q4 2017 and held it in 6 quarters. The position peaked at $3.04M in Q1 2018. 632 funds tracked by Wall St. Rank hold CHKP as of Q2 2019.

Lucia Wealth Services reported no remaining Check Point Software Technologies position as of Q2 2019 after selling out during the quarter.
Lucia Wealth Services sold 1,937 Check Point Software Technologies shares in Q2 2019, an estimated $245K.
Lucia Wealth Services first reported a position in Check Point Software Technologies in Q4 2017 and held it in 6 quarters.
Lucia Wealth Services's Check Point Software Technologies position peaked at $3.04M in Q1 2018.
632 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.