Jeppson Wealth Management’s Fortinet FTNT Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-550	Closed	-$13K	–	239
2020 Q3	$13K	Buy	+550	New	+$14.2K	0.01%	368

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jeppson Wealth Management's FTNT Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Fortinet (FTNT) in Q4 2020, closing a stake of 550 shares — an estimated $13K sold.

Jeppson Wealth Management first reported a position in FTNT in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 720 funds tracked by Wall St. Rank hold FTNT as of Q4 2020.

Jeppson Wealth Management reported no remaining Fortinet position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 550 Fortinet shares in Q4 2020, an estimated $13K.
Jeppson Wealth Management first reported a position in Fortinet in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Fortinet position peaked at $13K in Q3 2020.
720 funds tracked by Wall St. Rank held Fortinet as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.