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

Smith Salley 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
2019 Q4	–	Sell	-42,591	Closed	-$4.66M	–	198
2019 Q3	$4.66M	Buy	42,591 +1,623	+4%	+$181K	0.66%	51
2019 Q2	$4.74M	Buy	40,968 +2,037	+5%	+$241K	0.71%	47
2019 Q1	$4.92M	Buy	38,931 +1,836	+5%	+$213K	0.79%	49
2018 Q4	$3.81M	Buy	37,095 +2,115	+6%	+$232K	0.7%	52
2018 Q3	$4.12M	Buy	+34,980	New	+$3.97M	0.65%	55

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 $23.8B AUM 34.25% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

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

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

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

Smith Salley Wealth Management's CHKP Position: Q4 2019 in Review

Smith Salley Wealth Management sold out of Check Point Software Technologies (CHKP) in Q4 2019, closing a stake of 42,591 shares — an estimated $4.66M sold.

Smith Salley Wealth Management first reported a position in CHKP in Q3 2018 and held it in 5 quarters. The position peaked at $4.92M in Q1 2019. 646 funds tracked by Wall St. Rank hold CHKP as of Q4 2019.

Smith Salley Wealth Management reported no remaining Check Point Software Technologies position as of Q4 2019 after selling out during the quarter.
Smith Salley Wealth Management sold 42,591 Check Point Software Technologies shares in Q4 2019, an estimated $4.66M.
Smith Salley Wealth Management first reported a position in Check Point Software Technologies in Q3 2018 and held it in 5 quarters.
Smith Salley Wealth Management's Check Point Software Technologies position peaked at $4.92M in Q1 2019.
646 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2019.

Based on Smith Salley Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.