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Windsor Wealth Management’s Fortinet FTNT Stock Holding History

Windsor 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
-10,000
Closed -$596K – 240
2021
Q3 		$596K Hold
10,000
– – 0.12% 141
2021
Q2 		$476K Hold
10,000
– – 0.1% 152
2021
Q1 		$369K Buy
+10,000
New +$327K 0.09% 164

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

Windsor Wealth Management's FTNT Position: Q4 2021 in Review

Windsor Wealth Management sold out of Fortinet (FTNT) in Q4 2021, closing a stake of 10,000 shares — an estimated $596K sold.

Windsor Wealth Management first reported a position in FTNT in Q1 2021 and held it in 3 quarters. The position peaked at $596K in Q3 2021. 976 funds tracked by Wall St. Rank hold FTNT as of Q4 2021.

  • Windsor Wealth Management reported no remaining Fortinet position as of Q4 2021 after selling out during the quarter.
  • Windsor Wealth Management sold 10,000 Fortinet shares in Q4 2021, an estimated $596K.
  • Windsor Wealth Management first reported a position in Fortinet in Q1 2021 and held it in 3 quarters.
  • Windsor Wealth Management's Fortinet position peaked at $596K in Q3 2021.
  • 976 funds tracked by Wall St. Rank held Fortinet as of Q4 2021.

Based on Windsor Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.