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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

FTNT holding history

Fortinet, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FTNT overviewAll 13F holders of FTNTFull Q4 2024 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of FTNT by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−3,929−100.0%Sold outHolders
Q2 20223,929$222.0K<0.1%+949+31.8%AddedConverted for a 5-for-1 splitHolders
Q1 2022596$204.0K<0.1%−325−35.3%ReducedHolders
Q4 2021921$331.0K0.1%−45−4.7%ReducedHolders
Q3 2021966$282.0K0.1%−109−10.1%ReducedHolders
Q2 20211,075$256.0K0.1%−123−10.3%ReducedHolders
Q1 20211,198$221.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.