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Triad Wealth Partners’s Check Point Software Technologies CHKP Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-30
Closed -$4.95K – 199
2024
Q2 		$4.95K Buy
+30
New +$4.68K ﹤0.01% 570

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Ninety One (UK)
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Boston Partners
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Nordea Investment Management
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State Street
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Deutsche Bank
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Norges Bank
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Triad Wealth Partners's CHKP Position: Q3 2024 in Review

Triad Wealth Partners sold out of Check Point Software Technologies (CHKP) in Q3 2024, closing a stake of 30 shares — an estimated $4.95K sold.

Triad Wealth Partners first reported a position in CHKP in Q2 2024 and held it in 1 quarter. The position peaked at $4.95K in Q2 2024. 736 funds tracked by Wall St. Rank hold CHKP as of Q3 2024.

  • Triad Wealth Partners reported no remaining Check Point Software Technologies position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 30 Check Point Software Technologies shares in Q3 2024, an estimated $4.95K.
  • Triad Wealth Partners first reported a position in Check Point Software Technologies in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Check Point Software Technologies position peaked at $4.95K in Q2 2024.
  • 736 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.