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Evolution Wealth Advisors’s Fortinet FTNT Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-105
Closed -$6K – 337
2021
Q3 		$6K Hold
105
– – ﹤0.01% 479
2021
Q2 		$5K Hold
105
– – ﹤0.01% 511
2021
Q1 		$4K Hold
105
– – ﹤0.01% 553
2020
Q4 		$3K Sell
105
-1,890
-95% -$47.8K ﹤0.01% 515
2020
Q3 		$47K Buy
1,995
+1,890
+1,800% +$48.8K 0.01% 186
2020
Q2 		$3K Buy
+105
New +$2.64K ﹤0.01% 435

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's FTNT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Fortinet (FTNT) in Q4 2021, closing a stake of 105 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in FTNT in Q2 2020 and held it in 6 quarters. The position peaked at $47K in Q3 2020. 976 funds tracked by Wall St. Rank hold FTNT as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Fortinet position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 105 Fortinet shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Fortinet in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Fortinet position peaked at $47K in Q3 2020.
  • 976 funds tracked by Wall St. Rank held Fortinet as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.