Avantax Planning Partners’s Fortinet FTNT Stock Holding History

Avantax Planning 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
2025 Q1	–	Sell	-2,800	Closed	-$265K	–	443
2024 Q4	$265K	Buy	+2,800	New	+$249K	0.01%	358
2018 Q4	–	Sell	-2,525	Closed	-$47K	–	615
2018 Q3	$47K	Buy	+2,525	New	+$38.6K	﹤0.01%	502
2018 Q2	–	Sell	-490	Closed	-$5K	–	674
2018 Q1	$5K	Buy	+490	New	+$4.77K	﹤0.01%	1317

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avantax Planning Partners's FTNT Position: Q1 2025 in Review

Avantax Planning Partners sold out of Fortinet (FTNT) in Q1 2025, closing a stake of 2,800 shares — an estimated $265K sold.

Avantax Planning Partners first reported a position in FTNT in Q1 2018 and held it in 3 quarters. The position peaked at $265K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

Avantax Planning Partners reported no remaining Fortinet position as of Q1 2025 after selling out during the quarter.
Avantax Planning Partners sold 2,800 Fortinet shares in Q1 2025, an estimated $265K.
Avantax Planning Partners first reported a position in Fortinet in Q1 2018 and held it in 3 quarters.
Avantax Planning Partners's Fortinet position peaked at $265K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.