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Keudell/Morrison Wealth Management’s Fortinet FTNT Stock Holding History

Keudell/Morrison 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
2022
Q1 		– Sell
-3,490
Closed -$251K – 185
2021
Q4 		$251K Sell
3,490
-770
-18% -$50.7K 0.1% 160
2021
Q3 		$249K Buy
+4,260
New +$247K 0.11% 152

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Keudell/Morrison Wealth Management's FTNT Position: Q1 2022 in Review

Keudell/Morrison Wealth Management sold out of Fortinet (FTNT) in Q1 2022, closing a stake of 3,490 shares — an estimated $251K sold.

Keudell/Morrison Wealth Management first reported a position in FTNT in Q3 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 954 funds tracked by Wall St. Rank hold FTNT as of Q1 2022.

  • Keudell/Morrison Wealth Management reported no remaining Fortinet position as of Q1 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 3,490 Fortinet shares in Q1 2022, an estimated $251K.
  • Keudell/Morrison Wealth Management first reported a position in Fortinet in Q3 2021 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's Fortinet position peaked at $251K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Fortinet as of Q1 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.