Fulcrum Equity Management’s Fortinet FTNT Stock Holding History

Fulcrum Equity 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
2022 Q2	–	Sell	-6,980	Closed	-$477K	–	81
2022 Q1	$477K	Sell	6,980 -30	-0.4%	-$1.86K	0.28%	61
2021 Q4	$504K	Buy	7,010 +640	+10%	+$42.1K	0.19%	88
2021 Q3	$372K	Buy	+6,370	New	+$369K	0.14%	105
2019 Q3	–	Sell	-24,940	Closed	-$417K	–	236
2019 Q2	$417K	Sell	24,940 -1,560	-6%	-$25.7K	0.2%	55
2019 Q1	$445K	Buy	+26,500	New	+$422K	0.15%	42

Other funds holding FTNT

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Fulcrum Equity Management's FTNT Position: Q2 2022 in Review

Fulcrum Equity Management sold out of Fortinet (FTNT) in Q2 2022, closing a stake of 6,980 shares — an estimated $477K sold.

Fulcrum Equity Management first reported a position in FTNT in Q1 2019 and held it in 5 quarters. The position peaked at $504K in Q4 2021. 935 funds tracked by Wall St. Rank hold FTNT as of Q2 2022.

Fulcrum Equity Management reported no remaining Fortinet position as of Q2 2022 after selling out during the quarter.
Fulcrum Equity Management sold 6,980 Fortinet shares in Q2 2022, an estimated $477K.
Fulcrum Equity Management first reported a position in Fortinet in Q1 2019 and held it in 5 quarters.
Fulcrum Equity Management's Fortinet position peaked at $504K in Q4 2021.
935 funds tracked by Wall St. Rank held Fortinet as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.