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Atlas Private Wealth Management’s Fortinet FTNT Stock Holding History

Atlas Private Wealth Management’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,500
Closed -$55K – 205
2021
Q1 		$55K Hold
1,500
– – 0.04% 177
2020
Q4 		$45K Hold
1,500
– – 0.03% 198
2020
Q3 		$35K Sell
1,500
-1,475
-50% -$38.1K 0.03% 209
2020
Q2 		$82K Hold
2,975
– – 0.07% 161
2020
Q1 		$60K Hold
2,975
– – 0.06% 167
2019
Q4 		$64K Buy
+2,975
New +$56K 0.05% 190

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Atlas Private Wealth Management's FTNT Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Fortinet (FTNT) in Q2 2021, closing a stake of 1,500 shares — an estimated $55K sold.

Atlas Private Wealth Management first reported a position in FTNT in Q4 2019 and held it in 6 quarters. The position peaked at $82K in Q2 2020. 787 funds tracked by Wall St. Rank hold FTNT as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Fortinet position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,500 Fortinet shares in Q2 2021, an estimated $55K.
  • Atlas Private Wealth Management first reported a position in Fortinet in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Fortinet position peaked at $82K in Q2 2020.
  • 787 funds tracked by Wall St. Rank held Fortinet as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.