Lenox Wealth Advisors’s Fortinet FTNT Stock Holding History

Lenox Wealth Advisors’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	$104K	Sell	1,555 -45	-3%	-$2.8K	0.01%	168
2021 Q4	$115K	Buy	1,600 +45	+3%	+$2.96K	0.01%	155
2021 Q3	$91K	Buy	1,555 +15	+1%	+$869	0.01%	165
2021 Q2	$73K	Sell	1,540 -110	-7%	-$4.7K	0.01%	182
2021 Q1	$61K	Sell	1,650 -855	-34%	-$28K	0.01%	166
2020 Q4	$74K	Hold	2,505	–	–	0.01%	144
2020 Q3	$59K	Hold	2,505	–	–	0.01%	148
2020 Q2	$69K	Hold	2,505	–	–	0.01%	126
2020 Q1	$51K	Hold	2,505	–	–	0.01%	133
2019 Q4	$53K	Buy	2,505 +975	+64%	+$18.4K	0.01%	169
2019 Q3	$23K	Hold	1,530	–	–	﹤0.01%	277
2019 Q2	$24K	Sell	1,530 -835	-35%	-$13.7K	﹤0.01%	205
2019 Q1	$40K	Hold	2,365	–	–	0.01%	145
2018 Q4	$33K	Hold	2,365	–	–	0.01%	154
2018 Q3	$44K	Hold	2,365	–	–	0.01%	144
2018 Q2	$30K	Sell	2,365 -295	-11%	-$3.49K	0.01%	194
2018 Q1	$29K	Buy	2,660 +2,095	+371%	+$20.4K	0.01%	222
2017 Q4	$5K	Buy	+565	New	+$4.6K	﹤0.01%	218
2016 Q1	–	Sell	-1,000	Closed	-$6K	–	315
2015 Q4	$6K	Hold	1,000	–	–	﹤0.01%	209
2015 Q3	$8K	Buy	+1,000	New	+$8.85K	﹤0.01%	203
2014 Q1	–	Sell	-655	Closed	-$3K	–	247
2013 Q4	$3K	Buy	+655	New	+$2.55K	﹤0.01%	266

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

Lenox Wealth Advisors's FTNT Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Fortinet (FTNT) stake by 2.8% in Q1 2022, selling an estimated $2.8K and leaving 1,555 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #168.

Lenox Wealth Advisors first reported a position in FTNT in Q4 2013 and has held it in 21 quarters since. The position peaked at $115K in Q4 2021. 955 funds tracked by Wall St. Rank hold FTNT as of Q1 2022.

Lenox Wealth Advisors held 1,555 shares of Fortinet worth $104K as of Q1 2022.
Lenox Wealth Advisors sold 45 Fortinet shares in Q1 2022, an estimated $2.8K.
Fortinet made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #168 holding.
Lenox Wealth Advisors first reported a position in Fortinet in Q4 2013 and has held it in 21 quarters since.
Lenox Wealth Advisors's Fortinet position peaked at $115K in Q4 2021.
955 funds tracked by Wall St. Rank held Fortinet as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.