Lake Point Wealth Management’s Fortinet FTNT Stock Holding History

Lake Point 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 Q2	$6K	Hold	100	–	–	﹤0.01%	211
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	208
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	218
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	222
2021 Q2	$5K	Buy	+100	New	+$4.27K	﹤0.01%	243
2020 Q1	$7K	Hold	325	–	–	0.01%	136
2019 Q4	$7K	Buy	+325	New	+$6.12K	﹤0.01%	311
2019 Q2	$5K	Hold	325	–	–	﹤0.01%	421
2019 Q1	$5K	Buy	325 +150	+86%	+$2.39K	﹤0.01%	421
2018 Q4	$2K	Buy	+175	New	+$2.67K	﹤0.01%	674

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Lake Point Wealth Management's FTNT Position: Q2 2022 in Review

Lake Point Wealth Management held its Fortinet (FTNT) position steady in Q2 2022 at 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Lake Point Wealth Management first reported a position in FTNT in Q4 2018 and has held it in 10 quarters since. The position peaked at $7K in Q1 2022. 935 funds tracked by Wall St. Rank hold FTNT as of Q2 2022.

Lake Point Wealth Management held 100 shares of Fortinet worth $6K as of Q2 2022.
Lake Point Wealth Management left its Fortinet share count unchanged in Q2 2022.
Fortinet made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #211 holding.
Lake Point Wealth Management first reported a position in Fortinet in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Fortinet position peaked at $7K in Q1 2022.
935 funds tracked by Wall St. Rank held Fortinet as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.