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IAG Wealth Partners’s Fortinet FTNT Stock Holding History

IAG Wealth Partners’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
2023
Q1 		– Sell
-107
Closed -$5.23K – 466
2022
Q4 		$5.23K Buy
+107
New +$5.58K ﹤0.01% 350
2020
Q3 		– Sell
-205
Closed -$6K – 389
2020
Q2 		$6K Hold
205
– – ﹤0.01% 272
2020
Q1 		$5K Hold
205
– – ﹤0.01% 269
2019
Q4 		$5K Buy
+205
New +$3.86K ﹤0.01% 305

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IAG Wealth Partners's FTNT Position: Q1 2023 in Review

IAG Wealth Partners sold out of Fortinet (FTNT) in Q1 2023, closing a stake of 107 shares — an estimated $5.23K sold.

IAG Wealth Partners first reported a position in FTNT in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q2 2020. 989 funds tracked by Wall St. Rank hold FTNT as of Q1 2023.

  • IAG Wealth Partners reported no remaining Fortinet position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 107 Fortinet shares in Q1 2023, an estimated $5.23K.
  • IAG Wealth Partners first reported a position in Fortinet in Q4 2019 and held it in 4 quarters.
  • IAG Wealth Partners's Fortinet position peaked at $6K in Q2 2020.
  • 989 funds tracked by Wall St. Rank held Fortinet as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.