Personal Capital Advisors’s Fortinet FTNT Stock Holding History

Personal Capital 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 Q4	$48.8M	Buy	998,428 +52,382	+6%	+$2.73M	0.24%	100
2022 Q3	$46.5M	Buy	+946,046	New	+$51.2M	0.25%	90
2022 Q2	–	Sell	-952,715	Closed	-$65.1M	–	456
2022 Q1	$65.1M	Sell	952,715 -573,925	-38%	-$35.7M	0.3%	78
2021 Q4	$110M	Sell	1,526,640 -37,410	-2%	-$2.46M	0.51%	37
2021 Q3	$91.4M	Sell	1,564,050 -27,165	-2%	-$1.57M	0.46%	41
2021 Q2	$75.8M	Buy	1,591,215 +6,590	+0.4%	+$281K	0.39%	54
2021 Q1	$58.4M	Buy	1,584,625 +38,840	+3%	+$1.27M	0.34%	67
2020 Q4	$45.9M	Buy	1,545,785 +5,650	+0.4%	+$143K	0.29%	83
2020 Q3	$36.3M	Sell	1,540,135 -3,910	-0.3%	-$101K	0.27%	85
2020 Q2	$42.4M	Sell	1,544,045 -19,150	-1%	-$481K	0.35%	69
2020 Q1	$31.7M	Buy	1,563,195 +30,360	+2%	+$651K	0.31%	73
2019 Q4	$32.7M	Buy	1,532,835 +151,790	+11%	+$2.86M	0.28%	91
2019 Q3	$21.2M	Buy	+1,381,045	New	+$22.4M	0.2%	107

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal Capital Advisors's FTNT Position: Q4 2022 in Review

Personal Capital Advisors increased its Fortinet (FTNT) stake by 5.5% in Q4 2022, buying an estimated $2.73M and bringing the position to 998,428 shares worth $48.8M. The position accounts for 0.24% of the portfolio, ranked #100.

Personal Capital Advisors first reported a position in FTNT in Q3 2019 and has held it in 13 quarters since. The position peaked at $110M in Q4 2021. 951 funds tracked by Wall St. Rank hold FTNT as of Q4 2022.

Personal Capital Advisors held 998,428 shares of Fortinet worth $48.8M as of Q4 2022.
Personal Capital Advisors bought 52,382 Fortinet shares in Q4 2022, an estimated $2.73M.
Fortinet made up 0.24% of Personal Capital Advisors's portfolio in Q4 2022, its #100 holding.
Personal Capital Advisors first reported a position in Fortinet in Q3 2019 and has held it in 13 quarters since.
Personal Capital Advisors's Fortinet position peaked at $110M in Q4 2021.
951 funds tracked by Wall St. Rank held Fortinet as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.