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Liberty Wealth Management’s Fortinet FTNT Stock Holding History

Liberty 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
2021
Q4 		– Sell
-500
Closed -$29K – 505
2021
Q3 		$29K Buy
+500
New +$28.9K 0.01% 547
2021
Q2 		– Sell
-1,085
Closed -$32K – 1099
2021
Q1 		$32K Hold
1,085
– – 0.02% 372
2020
Q4 		$32K Sell
1,085
-10
-0.9% -$253 0.02% 369
2020
Q3 		$26K Sell
1,095
-85
-7% -$2.19K 0.02% 357
2020
Q2 		$32K Buy
+1,180
New +$29.6K 0.02% 300
2020
Q1 		– Sell
-25
Closed – – 916
2019
Q4 		$0 Hold
25
– – ﹤0.01% 925
2019
Q3 		$0 Hold
25
– – ﹤0.01% 905
2019
Q2 		$0 Hold
25
– – ﹤0.01% 909
2019
Q1 		$0 Hold
25
– – ﹤0.01% 770
2018
Q4 		$0 Buy
+25
New +$381 ﹤0.01% 766

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's FTNT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Fortinet (FTNT) in Q4 2021, closing a stake of 500 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in FTNT in Q4 2018 and held it in 10 quarters. The position peaked at $32K in Q1 2021. 976 funds tracked by Wall St. Rank hold FTNT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Fortinet position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 500 Fortinet shares in Q4 2021, an estimated $29K.
  • Liberty Wealth Management first reported a position in Fortinet in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Fortinet position peaked at $32K in Q1 2021.
  • 976 funds tracked by Wall St. Rank held Fortinet as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.