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Heritage Wealth Management (Arizona)’s Fortinet FTNT Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$124K Buy
2,530
+1,265
+100% +$65.9K 0.02% 390
2022
Q3 		$62K Buy
1,265
+40
+3% +$2.17K 0.02% 376
2022
Q2 		$69.3K Sell
1,225
-55
-4% -$3.27K 0.02% 371
2022
Q1 		$87K Buy
+1,280
New +$79.6K 0.02% 389
2021
Q3 		$75K Hold
1,280
– – 0.03% 390
2021
Q2 		$61K Sell
1,280
-350
-21% -$14.9K 0.02% 428
2021
Q1 		$60K Buy
+1,630
New +$53.3K 0.03% 345

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FTNT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Fortinet (FTNT) stake by 100% in Q4 2022, buying an estimated $65.9K and bringing the position to 2,530 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #390.

Heritage Wealth Management (Arizona) first reported a position in FTNT in Q1 2021 and has held it in 7 quarters since. 951 funds tracked by Wall St. Rank hold FTNT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,530 shares of Fortinet worth $124K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,265 Fortinet shares in Q4 2022, an estimated $65.9K.
  • Fortinet made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #390 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Fortinet in Q1 2021 and has held it in 7 quarters since.
  • 951 funds tracked by Wall St. Rank held Fortinet as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.