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YorkBridge Wealth Partners’s Fortinet FTNT Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-7,715
Closed -$368K – 261
2021
Q2 		$368K Sell
7,715
-1,415
-15% -$60.4K 0.1% 168
2021
Q1 		$337K Buy
9,130
+2,125
+30% +$69.5K 0.1% 173
2020
Q4 		$208K Buy
+7,005
New +$177K 0.07% 208
2017
Q2 		– Sell
-4,065
Closed -$32K – 886
2017
Q1 		$32K Sell
4,065
-405
-9% -$2.86K 0.02% 427
2016
Q4 		$27K Buy
+4,470
New +$27.9K 0.02% 431

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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

YorkBridge Wealth Partners's FTNT Position: Q3 2021 in Review

YorkBridge Wealth Partners sold out of Fortinet (FTNT) in Q3 2021, closing a stake of 7,715 shares — an estimated $368K sold.

YorkBridge Wealth Partners first reported a position in FTNT in Q4 2016 and held it in 5 quarters. The position peaked at $368K in Q2 2021. 867 funds tracked by Wall St. Rank hold FTNT as of Q3 2021.

  • YorkBridge Wealth Partners reported no remaining Fortinet position as of Q3 2021 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 7,715 Fortinet shares in Q3 2021, an estimated $368K.
  • YorkBridge Wealth Partners first reported a position in Fortinet in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Fortinet position peaked at $368K in Q2 2021.
  • 867 funds tracked by Wall St. Rank held Fortinet as of Q3 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2021, filed 22 Oct 2021.