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Pinnacle Family Advisors’s Fortinet FTNT Stock Holding History

Pinnacle Family 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
Q1 		– Sell
-36,100
Closed -$2.6M – 121
2021
Q4 		$2.6M Sell
36,100
-16,350
-31% -$1.08M 1.17% 18
2021
Q3 		$3.06M Buy
+52,450
New +$3.04M 1.37% 14
2020
Q3 		– Sell
-45,640
Closed -$1.25M – 83
2020
Q2 		$1.25M Buy
+45,640
New +$1.15M 1.09% 29

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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Pinnacle Family Advisors's FTNT Position: Q1 2022 in Review

Pinnacle Family Advisors sold out of Fortinet (FTNT) in Q1 2022, closing a stake of 36,100 shares — an estimated $2.6M sold.

Pinnacle Family Advisors first reported a position in FTNT in Q2 2020 and held it in 3 quarters. The position peaked at $3.06M in Q3 2021. 954 funds tracked by Wall St. Rank hold FTNT as of Q1 2022.

  • Pinnacle Family Advisors reported no remaining Fortinet position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Family Advisors sold 36,100 Fortinet shares in Q1 2022, an estimated $2.6M.
  • Pinnacle Family Advisors first reported a position in Fortinet in Q2 2020 and held it in 3 quarters.
  • Pinnacle Family Advisors's Fortinet position peaked at $3.06M in Q3 2021.
  • 954 funds tracked by Wall St. Rank held Fortinet as of Q1 2022.

Based on Pinnacle Family Advisors's 13F filing for Q1 2022, filed 16 May 2022.