AtonRa Partners’s Fortinet FTNT Stock Holding History

AtonRa 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
2023 Q4	$211K	Sell	3,602 -567	-14%	-$31.3K	0.42%	107
2023 Q3	$245K	Sell	4,169 -1,304	-24%	-$86.3K	0.51%	99
2023 Q2	$414K	Sell	5,473 -501	-8%	-$34.1K	0.64%	74
2023 Q1	$397K	Sell	5,974 -14,917	-71%	-$848K	0.58%	81
2022 Q4	$1.02M	Sell	20,891 -4,027	-16%	-$210K	1.3%	17
2022 Q3	$1.22M	Sell	24,918 -1,276	-5%	-$69.1K	1.2%	22
2022 Q2	$1.48M	Sell	26,194 -31,701	-55%	-$1.88M	1.36%	13
2022 Q1	$3.96M	Sell	57,895 -20,775	-26%	-$1.29M	2.15%	5
2021 Q4	$5.66M	Sell	78,670 -20,040	-20%	-$1.32M	1.96%	7
2021 Q3	$5.76M	Buy	98,710 +3,160	+3%	+$183K	1.93%	6
2021 Q2	$4.55M	Sell	95,550 -5,105	-5%	-$218K	1.67%	10
2021 Q1	$3.71M	Sell	100,655 -9,430	-9%	-$309K	1.66%	8
2020 Q4	$3.27M	Buy	+110,085	New	+$2.78M	1.6%	15

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

AtonRa Partners's FTNT Position: Q4 2023 in Review

AtonRa Partners reduced its Fortinet (FTNT) stake by 14% in Q4 2023, selling an estimated $31.3K and leaving 3,602 shares worth $211K. The position accounts for 0.42% of the portfolio, ranked #107.

AtonRa Partners first reported a position in FTNT in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.76M in Q3 2021. 1,062 funds tracked by Wall St. Rank hold FTNT as of Q4 2023.

AtonRa Partners held 3,602 shares of Fortinet worth $211K as of Q4 2023.
AtonRa Partners sold 567 Fortinet shares in Q4 2023, an estimated $31.3K.
Fortinet made up 0.42% of AtonRa Partners's portfolio in Q4 2023, its #107 holding.
AtonRa Partners first reported a position in Fortinet in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Fortinet position peaked at $5.76M in Q3 2021.
1,062 funds tracked by Wall St. Rank held Fortinet as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.