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Engrave Wealth Partners’s Fortinet FTNT Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-51,145
Closed -$1.4M – 195
2020
Q2 		$1.4M Buy
51,145
+51,030
+44,374% +$1.28M 1.25% 20
2020
Q1 		$2K Buy
+115
New +$2.46K ﹤0.01% 349

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's FTNT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Fortinet (FTNT) in Q3 2020, closing a stake of 51,145 shares — an estimated $1.4M sold.

Engrave Wealth Partners first reported a position in FTNT in Q1 2020 and held it in 2 quarters. The position peaked at $1.4M in Q2 2020. 677 funds tracked by Wall St. Rank hold FTNT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Fortinet position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 51,145 Fortinet shares in Q3 2020, an estimated $1.4M.
  • Engrave Wealth Partners first reported a position in Fortinet in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Fortinet position peaked at $1.4M in Q2 2020.
  • 677 funds tracked by Wall St. Rank held Fortinet as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.