CSat Investment Advisory’s Fortinet FTNT Stock Holding History

CSat Investment Advisory’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 Q1	$32K	Sell	860 -460	-35%	-$15K	0.03%	297
2020 Q4	$39K	Sell	1,320 -4,070	-76%	-$103K	0.04%	202
2020 Q3	$127K	Buy	5,390 +595	+12%	+$15.4K	0.01%	379
2020 Q2	$131K	Sell	4,795 -1,795	-27%	-$45.1K	0.02%	391
2020 Q1	$134K	Buy	6,590 +1,335	+25%	+$28.6K	0.03%	298
2019 Q4	$112K	Buy	5,255 +435	+9%	+$8.19K	0.03%	341
2019 Q3	$74K	Buy	4,820 +105	+2%	+$1.7K	0.02%	379
2019 Q2	$73K	Buy	4,715 +3,180	+207%	+$52.4K	0.03%	356
2019 Q1	$26K	Sell	1,535 -60	-4%	-$956	0.01%	256
2018 Q4	$22K	Buy	+1,595	New	+$24.3K	0.01%	248

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CSat Investment Advisory's FTNT Position: Q1 2021 in Review

CSat Investment Advisory reduced its Fortinet (FTNT) stake by 35% in Q1 2021, selling an estimated $15K and leaving 860 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #297.

CSat Investment Advisory first reported a position in FTNT in Q4 2018 and has held it in 10 quarters since. The position peaked at $134K in Q1 2020. 731 funds tracked by Wall St. Rank hold FTNT as of Q1 2021.

CSat Investment Advisory held 860 shares of Fortinet worth $32K as of Q1 2021.
CSat Investment Advisory sold 460 Fortinet shares in Q1 2021, an estimated $15K.
Fortinet made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #297 holding.
CSat Investment Advisory first reported a position in Fortinet in Q4 2018 and has held it in 10 quarters since.
CSat Investment Advisory's Fortinet position peaked at $134K in Q1 2020.
731 funds tracked by Wall St. Rank held Fortinet as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.