Wealthquest’s Check Point Software Technologies CHKP Stock Holding History

Wealthquest’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	-1,389	Closed	-$229K	–	134
2024 Q2	$229K	Hold	1,389	–	–	0.02%	116
2024 Q1	$228K	Hold	1,389	–	–	0.02%	121
2023 Q4	$212K	Buy	+1,389	New	+$196K	0.02%	128
2021 Q1	–	Sell	-1,596	Closed	-$212K	–	141
2020 Q4	$212K	Buy	+1,596	New	+$195K	0.05%	128
2019 Q4	$225K	Hold	2,028	–	–	0.06%	124
2019 Q3	$222K	Hold	2,028	–	–	0.07%	122
2019 Q2	$234K	Hold	2,028	–	–	0.09%	113
2019 Q1	$256K	Hold	2,028	–	–	0.1%	107
2018 Q4	$208K	Buy	+2,028	New	+$223K	0.09%	122

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

Wealthquest's CHKP Position: Q3 2024 in Review

Wealthquest sold out of Check Point Software Technologies (CHKP) in Q3 2024, closing a stake of 1,389 shares — an estimated $229K sold.

Wealthquest first reported a position in CHKP in Q4 2018 and held it in 9 quarters. The position peaked at $256K in Q1 2019. 736 funds tracked by Wall St. Rank hold CHKP as of Q3 2024.

Wealthquest reported no remaining Check Point Software Technologies position as of Q3 2024 after selling out during the quarter.
Wealthquest sold 1,389 Check Point Software Technologies shares in Q3 2024, an estimated $229K.
Wealthquest first reported a position in Check Point Software Technologies in Q4 2018 and held it in 9 quarters.
Wealthquest's Check Point Software Technologies position peaked at $256K in Q1 2019.
736 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2024.

Based on Wealthquest's 13F filing for Q3 2024, filed 21 Nov 2024.