TRUE Private Wealth Advisors’s Check Point Software Technologies CHKP Stock Holding History

TRUE Private Wealth Advisors’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	-2,939	Closed	-$485K	–	227
2024 Q2	$485K	Sell	2,939 -182	-6%	-$28.4K	0.05%	162
2024 Q1	$512K	Buy	3,121 +134	+4%	+$21.5K	0.06%	157
2023 Q4	$456K	Buy	2,987 +758	+34%	+$107K	0.06%	164
2023 Q3	$297K	Buy	2,229 +380	+21%	+$49.9K	0.04%	194
2023 Q2	$232K	Buy	+1,849	New	+$233K	0.03%	211
2020 Q1	–	Sell	-155	Closed	-$17K	–	692
2019 Q4	$17K	Buy	+155	New	+$17.4K	﹤0.01%	510

Other funds holding CHKP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TRUE Private Wealth Advisors's CHKP Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Check Point Software Technologies (CHKP) in Q3 2024, closing a stake of 2,939 shares — an estimated $485K sold.

TRUE Private Wealth Advisors first reported a position in CHKP in Q4 2019 and held it in 6 quarters. The position peaked at $512K in Q1 2024. 736 funds tracked by Wall St. Rank hold CHKP as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Check Point Software Technologies position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,939 Check Point Software Technologies shares in Q3 2024, an estimated $485K.
TRUE Private Wealth Advisors first reported a position in Check Point Software Technologies in Q4 2019 and held it in 6 quarters.
TRUE Private Wealth Advisors's Check Point Software Technologies position peaked at $512K in Q1 2024.
736 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.