Walled Lake Planning & Wealth Management’s Fortinet FTNT Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-255	Closed	-$15K	–	181
2021 Q3	$15K	Hold	255	–	–	0.01%	239
2021 Q2	$12K	Hold	255	–	–	0.01%	235
2021 Q1	$9K	Hold	255	–	–	0.01%	239
2020 Q4	$8K	Hold	255	–	–	0.01%	223
2020 Q3	$6K	Hold	255	–	–	﹤0.01%	243
2020 Q2	$7K	Hold	255	–	–	0.01%	227
2020 Q1	$5K	Hold	255	–	–	﹤0.01%	230
2019 Q4	$5K	Buy	+255	New	+$4.8K	﹤0.01%	232

Other funds holding FTNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FTNT Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Fortinet (FTNT) in Q4 2021, closing a stake of 255 shares — an estimated $15K sold.

Walled Lake Planning & Wealth Management first reported a position in FTNT in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q3 2021. 976 funds tracked by Wall St. Rank hold FTNT as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Fortinet position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 255 Fortinet shares in Q4 2021, an estimated $15K.
Walled Lake Planning & Wealth Management first reported a position in Fortinet in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Fortinet position peaked at $15K in Q3 2021.
976 funds tracked by Wall St. Rank held Fortinet as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.