Wellington Wealth Strategies’s Check Point Software Technologies CHKP Stock Holding History

Wellington Wealth Strategies’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 Q4	$1.66M	Sell	7,507 -1,349	-15%	-$254K	1.51%	21
2024 Q3	$1.53M	Buy	+8,856	New	+$1.62M	1.16%	26
2024 Q2	–	Sell	-7,301	Closed	-$1.2M	–	72
2024 Q1	$1.2M	Sell	7,301 -3,436	-32%	-$551K	0.56%	57
2023 Q4	$1.64M	Buy	+10,737	New	+$1.52M	1.39%	22
2020 Q4	$1.64M	Buy	+10,737	New	+$1.31M	1.39%	22

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Wellington Wealth Strategies's CHKP Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Check Point Software Technologies (CHKP) stake by 15% in Q4 2024, selling an estimated $254K and leaving 7,507 shares worth $1.66M. The position accounts for 1.51% of the portfolio, ranked #21.

Wellington Wealth Strategies first reported a position in CHKP in Q4 2020 and has held it in 5 quarters since. 774 funds tracked by Wall St. Rank hold CHKP as of Q4 2024.

Wellington Wealth Strategies held 7,507 shares of Check Point Software Technologies worth $1.66M as of Q4 2024.
Wellington Wealth Strategies sold 1,349 Check Point Software Technologies shares in Q4 2024, an estimated $254K.
Check Point Software Technologies made up 1.51% of Wellington Wealth Strategies's portfolio in Q4 2024, its #21 holding.
Wellington Wealth Strategies first reported a position in Check Point Software Technologies in Q4 2020 and has held it in 5 quarters since.
774 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.