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Meristem Family Wealth’s Fortinet FTNT Stock Holding History

Meristem Family Wealth’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 		$439K Sell
6,420
-20
-0.3% -$1.24K 0.05% 205
2021
Q4 		$463K Hold
6,440
– – 0.04% 235
2021
Q3 		$376K Buy
6,440
+565
+10% +$32.7K 0.04% 266
2021
Q2 		$280K Buy
+5,875
New +$251K 0.04% 265

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Meristem Family Wealth's FTNT Position: Q1 2022 in Review

Meristem Family Wealth reduced its Fortinet (FTNT) stake by 0.31% in Q1 2022, selling an estimated $1.24K and leaving 6,420 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #205.

Meristem Family Wealth first reported a position in FTNT in Q2 2021 and has held it in 4 quarters since. The position peaked at $463K in Q4 2021. 955 funds tracked by Wall St. Rank hold FTNT as of Q1 2022.

  • Meristem Family Wealth held 6,420 shares of Fortinet worth $439K as of Q1 2022.
  • Meristem Family Wealth sold 20 Fortinet shares in Q1 2022, an estimated $1.24K.
  • Fortinet made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #205 holding.
  • Meristem Family Wealth first reported a position in Fortinet in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Fortinet position peaked at $463K in Q4 2021.
  • 955 funds tracked by Wall St. Rank held Fortinet as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.