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Wealthspire Advisors (Maryland)’s Fortinet FTNT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,160
Closed -$53K – 1030
2019
Q1 		$53K Sell
3,160
-205
-6% -$3.27K ﹤0.01% 872
2018
Q4 		$47K Buy
3,365
+295
+10% +$4.49K ﹤0.01% 881
2018
Q3 		$57K Sell
3,070
-450
-13% -$6.88K ﹤0.01% 920
2018
Q2 		$44K Buy
3,520
+775
+28% +$9.18K ﹤0.01% 1019
2018
Q1 		$29K Buy
2,745
+625
+29% +$6.09K ﹤0.01% 1172
2017
Q4 		$19K Buy
2,120
+85
+4% +$693 ﹤0.01% 1343
2017
Q3 		$15K Buy
2,035
+910
+81% +$6.91K ﹤0.01% 1406
2017
Q2 		$8K Buy
1,125
+1,055
+1,507% +$8.18K ﹤0.01% 1612
2017
Q1 		$1K Buy
+70
New +$495 ﹤0.01% 1793
2016
Q1 		– Sell
-1,325
Closed -$8K – 1773
2015
Q4 		$8K Buy
+1,325
New +$9.52K ﹤0.01% 1248

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FTNT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fortinet (FTNT) in Q2 2019, closing a stake of 3,160 shares — an estimated $53K sold.

Wealthspire Advisors (Maryland) first reported a position in FTNT in Q4 2015 and held it in 10 quarters. The position peaked at $57K in Q3 2018. 553 funds tracked by Wall St. Rank hold FTNT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fortinet position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,160 Fortinet shares in Q2 2019, an estimated $53K.
  • Wealthspire Advisors (Maryland) first reported a position in Fortinet in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Fortinet position peaked at $57K in Q3 2018.
  • 553 funds tracked by Wall St. Rank held Fortinet as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.