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WR Wealth Planners’s Check Point Software Technologies CHKP Stock Holding History

WR Wealth Planners’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 		$9.34K Hold
50
– – ﹤0.01% 605
2024
Q3 		$9.64K Hold
50
– – ﹤0.01% 635
2024
Q2 		$8.25K Buy
+50
New +$7.79K ﹤0.01% 636

Other funds holding CHKP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
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

WR Wealth Planners's CHKP Position: Q4 2024 in Review

WR Wealth Planners held its Check Point Software Technologies (CHKP) position steady in Q4 2024 at 50 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

WR Wealth Planners first reported a position in CHKP in Q2 2024 and has held it in 3 quarters since. The position peaked at $9.64K in Q3 2024. 774 funds tracked by Wall St. Rank hold CHKP as of Q4 2024.

  • WR Wealth Planners held 50 shares of Check Point Software Technologies worth $9.34K as of Q4 2024.
  • WR Wealth Planners left its Check Point Software Technologies share count unchanged in Q4 2024.
  • Check Point Software Technologies made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #605 holding.
  • WR Wealth Planners first reported a position in Check Point Software Technologies in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Check Point Software Technologies position peaked at $9.64K in Q3 2024.
  • 774 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.