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Transform Wealth’s Check Point Software Technologies CHKP Stock Holding History

Transform Wealth’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
2022
Q2 		– Sell
-1,768
Closed -$244K – 204
2022
Q1 		$244K Buy
+1,768
New +$231K 0.03% 211
2020
Q4 		– Sell
-4,382
Closed -$527K – 201
2020
Q3 		$527K Sell
4,382
-240
-5% -$29.3K 0.09% 144
2020
Q2 		$497K Buy
4,622
+29
+0.6% +$3.07K 0.09% 150
2020
Q1 		$462K Buy
4,593
+142
+3% +$15.2K 0.1% 148
2019
Q4 		$494K Buy
4,451
+680
+18% +$76.4K 0.08% 160
2019
Q3 		$413K Sell
3,771
-3,475
-48% -$388K 0.07% 157
2019
Q2 		$838K Buy
+7,246
New +$856K 0.12% 148
2018
Q1 		– Sell
-40,046
Closed -$4.15M – 240
2017
Q4 		$4.15M Buy
40,046
+18,971
+90% +$2.06M 0.76% 41
2017
Q3 		$2.4M Buy
21,075
+542
+3% +$59.6K 0.84% 30
2017
Q2 		$2.24M Buy
20,533
+2,865
+16% +$310K 2.53% 11
2017
Q1 		$1.81M Buy
17,668
+1,356
+8% +$133K 0.68% 39
2016
Q4 		$1.38M Buy
16,312
+925
+6% +$75.9K 0.55% 54
2016
Q3 		$1.19M Buy
15,387
+872
+6% +$67.6K 0.51% 66
2016
Q2 		$1.16M Buy
+14,515
New +$1.21M 0.49% 71

Other funds holding CHKP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Transform Wealth's CHKP Position: Q2 2022 in Review

Transform Wealth sold out of Check Point Software Technologies (CHKP) in Q2 2022, closing a stake of 1,768 shares — an estimated $244K sold.

Transform Wealth first reported a position in CHKP in Q2 2016 and held it in 14 quarters. The position peaked at $4.15M in Q4 2017. 594 funds tracked by Wall St. Rank hold CHKP as of Q2 2022.

  • Transform Wealth reported no remaining Check Point Software Technologies position as of Q2 2022 after selling out during the quarter.
  • Transform Wealth sold 1,768 Check Point Software Technologies shares in Q2 2022, an estimated $244K.
  • Transform Wealth first reported a position in Check Point Software Technologies in Q2 2016 and held it in 14 quarters.
  • Transform Wealth's Check Point Software Technologies position peaked at $4.15M in Q4 2017.
  • 594 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.