Accel Wealth Management’s Fortinet FTNT Stock Holding History

Accel 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
2023 Q2	–	Sell	-500	Closed	-$33.2K	–	420
2023 Q1	$33.2K	Hold	500	–	–	0.01%	576
2022 Q4	$24.4K	Sell	500 -2,500	-83%	-$130K	0.01%	504
2022 Q3	$158K	Hold	3,000	–	–	0.08%	187
2022 Q2	$181K	Hold	3,000	–	–	0.1%	151
2022 Q1	$203K	Buy	3,000 +1,000	+50%	+$62.2K	0.1%	152
2021 Q4	$144K	Buy	2,000 +1,500	+300%	+$98.7K	0.07%	208
2021 Q3	$29K	Hold	500	–	–	0.02%	428
2021 Q2	$24K	Hold	500	–	–	0.02%	491
2021 Q1	$18K	Hold	500	–	–	0.01%	536
2020 Q4	$15K	Buy	+500	New	+$12.6K	0.01%	551

Other funds holding FTNT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accel Wealth Management's FTNT Position: Q2 2023 in Review

Accel Wealth Management sold out of Fortinet (FTNT) in Q2 2023, closing a stake of 500 shares — an estimated $33.2K sold.

Accel Wealth Management first reported a position in FTNT in Q4 2020 and held it in 10 quarters. The position peaked at $203K in Q1 2022. 1,101 funds tracked by Wall St. Rank hold FTNT as of Q2 2023.

Accel Wealth Management reported no remaining Fortinet position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 500 Fortinet shares in Q2 2023, an estimated $33.2K.
Accel Wealth Management first reported a position in Fortinet in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Fortinet position peaked at $203K in Q1 2022.
1,101 funds tracked by Wall St. Rank held Fortinet as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.