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Pinnacle Private Wealth’s Fortinet FTNT Stock Holding History

Pinnacle Private 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
Q2 		$341K Buy
6,025
+2,500
+71% +$148K 0.13% 179
2022
Q1 		$241K Buy
+3,525
New +$219K 0.08% 249

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Pinnacle Private Wealth's FTNT Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Fortinet (FTNT) stake by 71% in Q2 2022, buying an estimated $148K and bringing the position to 6,025 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #179.

Pinnacle Private Wealth first reported a position in FTNT in Q1 2022 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold FTNT as of Q2 2022.

  • Pinnacle Private Wealth held 6,025 shares of Fortinet worth $341K as of Q2 2022.
  • Pinnacle Private Wealth bought 2,500 Fortinet shares in Q2 2022, an estimated $148K.
  • Fortinet made up 0.13% of Pinnacle Private Wealth's portfolio in Q2 2022, its #179 holding.
  • Pinnacle Private Wealth first reported a position in Fortinet in Q1 2022 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Fortinet as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.