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Summit Wealth Group’s Check Point Software Technologies CHKP Stock Holding History

Summit Wealth Group’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
Q3 		– Sell
-15
Closed -$2K – 74
2021
Q2 		$2K Hold
15
– – ﹤0.01% 157
2021
Q1 		$2K Buy
+15
New +$1.81K ﹤0.01% 145

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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Summit Wealth Group's CHKP Position: Q3 2021 in Review

Summit Wealth Group sold out of Check Point Software Technologies (CHKP) in Q3 2021, closing a stake of 15 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in CHKP in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 599 funds tracked by Wall St. Rank hold CHKP as of Q3 2021.

  • Summit Wealth Group reported no remaining Check Point Software Technologies position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 15 Check Point Software Technologies shares in Q3 2021, an estimated $2K.
  • Summit Wealth Group first reported a position in Check Point Software Technologies in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Check Point Software Technologies position peaked at $2K in Q2 2021.
  • 599 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.