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Wealthspire Advisors (Maryland)’s Check Point Software Technologies CHKP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-7,066
Closed -$784K – 442
2019
Q4 		$784K Buy
7,066
+745
+12% +$83.7K 0.05% 207
2019
Q3 		$692K Buy
6,321
+284
+5% +$31.7K 0.05% 202
2019
Q2 		$698K Buy
6,037
+291
+5% +$34.4K 0.05% 197
2019
Q1 		$727K Sell
5,746
-188
-3% -$21.9K 0.05% 185
2018
Q4 		$609K Sell
5,934
-73
-1% -$8.01K 0.05% 187
2018
Q3 		$707K Buy
6,007
+377
+7% +$42.8K 0.06% 185
2018
Q2 		$550K Sell
5,630
-177
-3% -$17.5K 0.05% 219
2018
Q1 		$577K Buy
5,807
+478
+9% +$49.2K 0.05% 215
2017
Q4 		$552K Buy
5,329
+494
+10% +$53.6K 0.05% 233
2017
Q3 		$551K Buy
4,835
+757
+19% +$83.2K 0.06% 224
2017
Q2 		$445K Buy
4,078
+2,569
+170% +$278K 0.05% 249
2017
Q1 		$155K Buy
1,509
+146
+11% +$14.3K 0.02% 470
2016
Q4 		$115K Sell
1,363
-25
-2% -$2.05K 0.02% 534
2016
Q3 		$108K Buy
1,388
+52
+4% +$4.03K 0.02% 547
2016
Q2 		$106K Buy
1,336
+352
+36% +$29.5K 0.02% 520
2016
Q1 		$86K Buy
984
+403
+69% +$32.4K 0.02% 559
2015
Q4 		$47K Buy
+581
New +$48.2K 0.01% 731

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHKP Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Check Point Software Technologies (CHKP) in Q1 2020, closing a stake of 7,066 shares — an estimated $784K sold.

Wealthspire Advisors (Maryland) first reported a position in CHKP in Q4 2015 and held it in 17 quarters. The position peaked at $784K in Q4 2019. 589 funds tracked by Wall St. Rank hold CHKP as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Check Point Software Technologies position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7,066 Check Point Software Technologies shares in Q1 2020, an estimated $784K.
  • Wealthspire Advisors (Maryland) first reported a position in Check Point Software Technologies in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Check Point Software Technologies position peaked at $784K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.