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YorkBridge Wealth Partners’s Check Point Software Technologies CHKP Stock Holding History

YorkBridge Wealth Partners’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
2022
Q2 		– Sell
-5,809
Closed -$803K – 281
2022
Q1 		$803K Buy
5,809
+128
+2% +$16.7K 0.18% 101
2021
Q4 		$662K Buy
5,681
+82
+1% +$9.5K 0.15% 117
2021
Q3 		$633K Buy
5,599
+458
+9% +$55.8K 0.16% 111
2021
Q2 		$597K Buy
5,141
+16
+0.3% +$1.89K 0.16% 110
2021
Q1 		$574K Buy
5,125
+1,563
+44% +$188K 0.17% 106
2020
Q4 		$473K Sell
3,562
-11
-0.3% -$1.34K 0.16% 106
2020
Q3 		$430K Buy
3,573
+88
+3% +$10.7K 0.18% 100
2020
Q2 		$374K Sell
3,485
-579
-14% -$61.3K 0.17% 108
2020
Q1 		$409K Sell
4,064
-171
-4% -$18.3K 0.25% 93
2019
Q4 		$470K Buy
4,235
+85
+2% +$9.55K 0.22% 110
2019
Q3 		$454K Sell
4,150
-83
-2% -$9.26K 0.23% 105
2019
Q2 		$489K Sell
4,233
-8
-0.2% -$945 0.22% 97
2019
Q1 		$536K Buy
4,241
+492
+13% +$57.2K 0.25% 89
2018
Q4 		$385K Sell
3,749
-79
-2% -$8.67K 0.2% 107
2018
Q3 		$451K Buy
3,828
+7
+0.2% +$795 0.21% 110
2018
Q2 		$373K Buy
3,821
+684
+22% +$67.8K 0.16% 124
2018
Q1 		$322K Buy
3,137
+471
+18% +$48.5K 0.15% 136
2017
Q4 		$269K Buy
2,666
+234
+10% +$25.4K 0.13% 152
2017
Q3 		$277K Buy
2,432
+48
+2% +$5.28K 0.14% 138
2017
Q2 		$258K Buy
2,384
+213
+10% +$23K 0.14% 144
2017
Q1 		$227K Buy
2,171
+1,074
+98% +$105K 0.12% 157
2016
Q4 		$91K Buy
+1,097
New +$90K 0.05% 250

Other funds holding CHKP

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's CHKP Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of Check Point Software Technologies (CHKP) in Q2 2022, closing a stake of 5,809 shares — an estimated $803K sold.

YorkBridge Wealth Partners first reported a position in CHKP in Q4 2016 and held it in 22 quarters. The position peaked at $803K in Q1 2022. 594 funds tracked by Wall St. Rank hold CHKP as of Q2 2022.

  • YorkBridge Wealth Partners reported no remaining Check Point Software Technologies position as of Q2 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 5,809 Check Point Software Technologies shares in Q2 2022, an estimated $803K.
  • YorkBridge Wealth Partners first reported a position in Check Point Software Technologies in Q4 2016 and held it in 22 quarters.
  • YorkBridge Wealth Partners's Check Point Software Technologies position peaked at $803K in Q1 2022.
  • 594 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.