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Gupta Wealth Management’s Fortinet FTNT Stock Holding History

Gupta 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
2016
Q1 		$7K Sell
1,210
-2,415
-67% -$13.3K ﹤0.01% 915
2015
Q4 		$23K Hold
3,625
– – 0.01% 623
2015
Q3 		$31K Hold
3,625
– – 0.01% 561
2015
Q2 		$30K Buy
+3,625
New +$28.1K 0.01% 633

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gupta Wealth Management's FTNT Position: Q1 2016 in Review

Gupta Wealth Management reduced its Fortinet (FTNT) stake by 67% in Q1 2016, selling an estimated $13.3K and leaving 1,210 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Gupta Wealth Management first reported a position in FTNT in Q2 2015 and has held it in 4 quarters since. The position peaked at $31K in Q3 2015. 353 funds tracked by Wall St. Rank hold FTNT as of Q1 2016.

  • Gupta Wealth Management held 1,210 shares of Fortinet worth $7K as of Q1 2016.
  • Gupta Wealth Management sold 2,415 Fortinet shares in Q1 2016, an estimated $13.3K.
  • Fortinet made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #915 holding.
  • Gupta Wealth Management first reported a position in Fortinet in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Fortinet position peaked at $31K in Q3 2015.
  • 353 funds tracked by Wall St. Rank held Fortinet as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.