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Lenox Wealth Management’s Fortinet FTNT Stock Holding History

Lenox 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
Q2 		$1M Sell
36,510
-3,075
-8% -$77.2K 0.31% 61
2020
Q1 		$800K Sell
39,585
-1,330
-3% -$28.5K 0.28% 55
2019
Q4 		$874K Sell
40,915
-1,435
-3% -$27K 0.24% 66
2019
Q3 		$650K Buy
+42,350
New +$687K 0.19% 83

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's FTNT Position: Q2 2020 in Review

Lenox Wealth Management reduced its Fortinet (FTNT) stake by 7.8% in Q2 2020, selling an estimated $77.2K and leaving 36,510 shares worth $1M. The position accounts for 0.31% of the portfolio, ranked #61.

Lenox Wealth Management first reported a position in FTNT in Q3 2019 and has held it in 4 quarters since. 702 funds tracked by Wall St. Rank hold FTNT as of Q2 2020.

  • Lenox Wealth Management held 36,510 shares of Fortinet worth $1M as of Q2 2020.
  • Lenox Wealth Management sold 3,075 Fortinet shares in Q2 2020, an estimated $77.2K.
  • Fortinet made up 0.31% of Lenox Wealth Management's portfolio in Q2 2020, its #61 holding.
  • Lenox Wealth Management first reported a position in Fortinet in Q3 2019 and has held it in 4 quarters since.
  • 702 funds tracked by Wall St. Rank held Fortinet as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.