Berman Capital Advisors’s Fortinet FTNT Stock Holding History

Berman Capital Advisors’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 Q3	$99K	Buy	1,715 +120	+8%	+$6.95K	0.02%	441
2021 Q2	$75K	Buy	1,595 +165	+12%	+$7.04K	0.01%	448
2021 Q1	$51K	Buy	1,430 +715	+100%	+$23.4K	0.01%	472
2020 Q4	$21K	Buy	715 +125	+21%	+$3.16K	0.01%	657
2020 Q3	$13K	Hold	590	–	–	﹤0.01%	718
2020 Q2	$15K	Buy	590 +60	+11%	+$1.51K	﹤0.01%	621
2020 Q1	$10K	Buy	530 +100	+23%	+$2.14K	﹤0.01%	666
2019 Q4	$9K	Hold	430	–	–	﹤0.01%	772
2019 Q3	$6K	Buy	430 +295	+219%	+$4.79K	﹤0.01%	890
2019 Q2	$2K	Sell	135 -200	-60%	-$3.29K	﹤0.01%	1191
2019 Q1	$5K	Buy	335 +285	+570%	+$4.54K	﹤0.01%	861
2018 Q4	$0	Buy	+50	New	+$762	﹤0.01%	1170

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Berman Capital Advisors's FTNT Position: Q3 2021 in Review

Berman Capital Advisors increased its Fortinet (FTNT) stake by 7.5% in Q3 2021, buying an estimated $6.95K and bringing the position to 1,715 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #441.

Berman Capital Advisors first reported a position in FTNT in Q4 2018 and has held it in 12 quarters since. 868 funds tracked by Wall St. Rank hold FTNT as of Q3 2021.

Berman Capital Advisors held 1,715 shares of Fortinet worth $99K as of Q3 2021.
Berman Capital Advisors bought 120 Fortinet shares in Q3 2021, an estimated $6.95K.
Fortinet made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #441 holding.
Berman Capital Advisors first reported a position in Fortinet in Q4 2018 and has held it in 12 quarters since.
868 funds tracked by Wall St. Rank held Fortinet as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.