Advisory Research’s Fortinet FTNT Stock Holding History

Advisory Research’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 Q4	–	Sell	-6,712	Closed	-$394K	–	382
2023 Q3	$394K	Buy	+6,712	New	+$444K	0.05%	315
2018 Q2	–	Sell	-36,065	Closed	-$386K	–	377
2018 Q1	$386K	Buy	+36,065	New	+$351K	0.01%	327

Other funds holding FTNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Advisory Research's FTNT Position: Q4 2023 in Review

Advisory Research sold out of Fortinet (FTNT) in Q4 2023, closing a stake of 6,712 shares — an estimated $394K sold.

Advisory Research first reported a position in FTNT in Q1 2018 and held it in 2 quarters. The position peaked at $394K in Q3 2023. 1,062 funds tracked by Wall St. Rank hold FTNT as of Q4 2023.

Advisory Research reported no remaining Fortinet position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 6,712 Fortinet shares in Q4 2023, an estimated $394K.
Advisory Research first reported a position in Fortinet in Q1 2018 and held it in 2 quarters.
Advisory Research's Fortinet position peaked at $394K in Q3 2023.
1,062 funds tracked by Wall St. Rank held Fortinet as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.