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Valeo Financial Advisors’s Check Point Software Technologies CHKP Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-306
Closed -$34K – 740
2021
Q1 		$34K Hold
306
– – ﹤0.01% 997
2020
Q4 		$41K Buy
306
+257
+524% +$31.4K ﹤0.01% 838
2020
Q3 		$6K Buy
49
+11
+29% +$1.34K ﹤0.01% 1198
2020
Q2 		$4K Sell
38
-100
-72% -$10.6K ﹤0.01% 1576
2020
Q1 		$15K Hold
138
– – ﹤0.01% 953
2019
Q4 		$15K Hold
138
– – ﹤0.01% 983
2019
Q3 		$15K Buy
138
+100
+263% +$11.2K ﹤0.01% 918
2019
Q2 		$4K Sell
38
-40
-51% -$4.72K ﹤0.01% 1250
2019
Q1 		$10K Buy
78
+31
+66% +$3.6K ﹤0.01% 957
2018
Q4 		$5K Sell
47
-56
-54% -$6.15K ﹤0.01% 1063
2018
Q3 		$11K Hold
103
– – ﹤0.01% 935
2018
Q2 		$12K Sell
103
-54
-34% -$5.35K ﹤0.01% 895
2018
Q1 		$16K Sell
157
-7
-4% -$721 ﹤0.01% 780
2017
Q4 		$17K Buy
164
+2
+1% +$217 ﹤0.01% 701
2017
Q3 		$18K Buy
+162
New +$17.8K ﹤0.01% 573

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Valeo Financial Advisors's CHKP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Check Point Software Technologies (CHKP) in Q2 2021, closing a stake of 306 shares — an estimated $34K sold.

Valeo Financial Advisors first reported a position in CHKP in Q3 2017 and held it in 15 quarters. The position peaked at $41K in Q4 2020. 613 funds tracked by Wall St. Rank hold CHKP as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Check Point Software Technologies position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 306 Check Point Software Technologies shares in Q2 2021, an estimated $34K.
  • Valeo Financial Advisors first reported a position in Check Point Software Technologies in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Check Point Software Technologies position peaked at $41K in Q4 2020.
  • 613 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.