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Palumbo Wealth Management’s Fortinet FTNT Stock Holding History

Palumbo 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
Q1 		– Sell
-15,970
Closed -$1.15M – 90
2021
Q4 		$1.15M Buy
15,970
+2,155
+16% +$142K 0.72% 26
2021
Q3 		$807K Buy
+13,815
New +$800K 0.53% 40

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

Palumbo Wealth Management's FTNT Position: Q1 2022 in Review

Palumbo Wealth Management sold out of Fortinet (FTNT) in Q1 2022, closing a stake of 15,970 shares — an estimated $1.15M sold.

Palumbo Wealth Management first reported a position in FTNT in Q3 2021 and held it in 2 quarters. The position peaked at $1.15M in Q4 2021. 954 funds tracked by Wall St. Rank hold FTNT as of Q1 2022.

  • Palumbo Wealth Management reported no remaining Fortinet position as of Q1 2022 after selling out during the quarter.
  • Palumbo Wealth Management sold 15,970 Fortinet shares in Q1 2022, an estimated $1.15M.
  • Palumbo Wealth Management first reported a position in Fortinet in Q3 2021 and held it in 2 quarters.
  • Palumbo Wealth Management's Fortinet position peaked at $1.15M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Fortinet as of Q1 2022.

Based on Palumbo Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.