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Filbrandt Wealth Management’s Fortinet FTNT Stock Holding History

Filbrandt Wealth Management’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 		$2K Buy
+35
New +$2.03K ﹤0.01% 181
2020
Q3 		– Sell
-130
Closed -$4K – 229
2020
Q2 		$4K Buy
+130
New +$3.26K ﹤0.01% 278

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Filbrandt Wealth Management's FTNT Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Fortinet (FTNT) in Q3 2021: 35 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #181 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in FTNT as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in FTNT in Q2 2020 and has held it in 2 quarters since. The position peaked at $4K in Q2 2020. 867 funds tracked by Wall St. Rank hold FTNT as of Q3 2021.

  • Filbrandt Wealth Management held 35 shares of Fortinet worth $2K as of Q3 2021.
  • Fortinet was a new Filbrandt Wealth Management position in Q3 2021.
  • Fortinet made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #181 holding.
  • Filbrandt Wealth Management first reported a position in Fortinet in Q2 2020 and has held it in 2 quarters since.
  • Filbrandt Wealth Management's Fortinet position peaked at $4K in Q2 2020.
  • 867 funds tracked by Wall St. Rank held Fortinet as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.