Kings Point Capital Management’s Fortinet FTNT Stock Holding History

Kings Point Capital 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	$60K	Sell	875 -355	-29%	-$22.1K	0.01%	326
2021 Q4	$88K	Buy	1,230 +355	+41%	+$23.4K	0.01%	317
2021 Q3	$51K	Hold	875	–	–	﹤0.01%	350
2021 Q2	$42K	Hold	875	–	–	﹤0.01%	368
2021 Q1	$32K	Sell	875 -70	-7%	-$2.29K	﹤0.01%	392
2020 Q4	$28K	Sell	945 -2,930	-76%	-$74.1K	﹤0.01%	384
2020 Q3	$91K	Hold	3,875	–	–	0.01%	248
2020 Q2	$106K	Hold	3,875	–	–	0.02%	210
2020 Q1	$78K	Hold	3,875	–	–	0.01%	231
2019 Q4	$83K	Buy	3,875 +3,000	+343%	+$56.5K	0.01%	256
2019 Q3	$13K	Hold	875	–	–	﹤0.01%	449
2019 Q2	$13K	Hold	875	–	–	﹤0.01%	393
2019 Q1	$15K	Hold	875	–	–	﹤0.01%	329
2018 Q4	$12K	Hold	875	–	–	﹤0.01%	335
2018 Q3	$16K	Buy	+875	New	+$13.4K	﹤0.01%	329

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Kings Point Capital Management's FTNT Position: Q1 2022 in Review

Kings Point Capital Management reduced its Fortinet (FTNT) stake by 29% in Q1 2022, selling an estimated $22.1K and leaving 875 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #326.

Kings Point Capital Management first reported a position in FTNT in Q3 2018 and has held it in 15 quarters since. The position peaked at $106K in Q2 2020. 954 funds tracked by Wall St. Rank hold FTNT as of Q1 2022.

Kings Point Capital Management held 875 shares of Fortinet worth $60K as of Q1 2022.
Kings Point Capital Management sold 355 Fortinet shares in Q1 2022, an estimated $22.1K.
Fortinet made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #326 holding.
Kings Point Capital Management first reported a position in Fortinet in Q3 2018 and has held it in 15 quarters since.
Kings Point Capital Management's Fortinet position peaked at $106K in Q2 2020.
954 funds tracked by Wall St. Rank held Fortinet as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.