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Tyler-Stone Wealth Management’s Fortinet FTNT Stock Holding History

Tyler-Stone 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
Q4 		– Sell
-20
Closed -$1K – 875
2022
Q3 		$1K Hold
20
– – ﹤0.01% 795
2022
Q2 		$1K Sell
20
-20
-50% -$1.19K ﹤0.01% 809
2022
Q1 		$3K Sell
40
-75
-65% -$4.66K ﹤0.01% 719
2021
Q4 		$8K Buy
+115
New +$7.57K ﹤0.01% 644

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tyler-Stone Wealth Management's FTNT Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Fortinet (FTNT) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in FTNT in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 951 funds tracked by Wall St. Rank hold FTNT as of Q4 2022.

  • Tyler-Stone Wealth Management reported no remaining Fortinet position as of Q4 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 Fortinet shares in Q4 2022, an estimated $1K.
  • Tyler-Stone Wealth Management first reported a position in Fortinet in Q4 2021 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Fortinet position peaked at $8K in Q4 2021.
  • 951 funds tracked by Wall St. Rank held Fortinet as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.