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Badgley Phelps Wealth Managers’s Fortinet FTNT Stock Holding History

Badgley Phelps Wealth Managers’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
2022
Q2 		– Sell
-3,500
Closed -$239K – 213
2022
Q1 		$239K Sell
3,500
-625
-15% -$38.9K 0.01% 196
2021
Q4 		$297K Hold
4,125
– – 0.01% 182
2021
Q3 		$241K Buy
+4,125
New +$239K 0.01% 192

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Badgley Phelps Wealth Managers's FTNT Position: Q2 2022 in Review

Badgley Phelps Wealth Managers sold out of Fortinet (FTNT) in Q2 2022, closing a stake of 3,500 shares — an estimated $239K sold.

Badgley Phelps Wealth Managers first reported a position in FTNT in Q3 2021 and held it in 3 quarters. The position peaked at $297K in Q4 2021. 935 funds tracked by Wall St. Rank hold FTNT as of Q2 2022.

  • Badgley Phelps Wealth Managers reported no remaining Fortinet position as of Q2 2022 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 3,500 Fortinet shares in Q2 2022, an estimated $239K.
  • Badgley Phelps Wealth Managers first reported a position in Fortinet in Q3 2021 and held it in 3 quarters.
  • Badgley Phelps Wealth Managers's Fortinet position peaked at $297K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held Fortinet as of Q2 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2022, filed 1 Aug 2022.