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Stonebridge Financial Planning Group’s Fortinet FTNT Stock Holding History

Stonebridge Financial Planning Group’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
-1,500
Closed -$85K – 201
2021
Q4 		$85K Hold
1,500
– – 0.04% 179
2021
Q3 		$99K Hold
1,500
– – 0.05% 168
2021
Q2 		$77K Hold
1,500
– – 0.04% 181
2021
Q1 		$59K Hold
1,500
– – 0.03% 198
2020
Q4 		$45K Hold
1,500
– – 0.03% 205
2020
Q3 		$39K Hold
1,500
– – 0.03% 205
2020
Q2 		$42K Hold
1,500
– – 0.04% 194
2020
Q1 		$33K Hold
1,500
– – 0.03% 200
2019
Q4 		$32K Buy
+1,500
New +$28.2K 0.03% 198

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

Stonebridge Financial Planning Group's FTNT Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Fortinet (FTNT) in Q1 2022, closing a stake of 1,500 shares — an estimated $85K sold.

Stonebridge Financial Planning Group first reported a position in FTNT in Q4 2019 and held it in 9 quarters. The position peaked at $99K in Q3 2021. 954 funds tracked by Wall St. Rank hold FTNT as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Fortinet position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,500 Fortinet shares in Q1 2022, an estimated $85K.
  • Stonebridge Financial Planning Group first reported a position in Fortinet in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Fortinet position peaked at $99K in Q3 2021.
  • 954 funds tracked by Wall St. Rank held Fortinet as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.