AWM
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Avitas Wealth Management’s Fortinet FTNT Stock Holding History

Avitas 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
2024
Q4 		$607K Sell
6,421
-175
-3% -$15.6K 0.08% 149
2024
Q3 		$512K Sell
6,596
-521
-7% -$35.6K 0.07% 163
2024
Q2 		$429K Sell
7,117
-1,959
-22% -$122K 0.06% 171
2024
Q1 		$620K Sell
9,076
-101
-1% -$6.72K 0.09% 160
2023
Q4 		$537K Sell
9,177
-33
-0.4% -$1.82K 0.09% 158
2023
Q3 		$540K Buy
9,210
+1,331
+17% +$88.1K 0.1% 156
2023
Q2 		$596K Sell
7,879
-107
-1% -$7.28K 0.11% 145
2023
Q1 		$531K Sell
7,986
-299
-4% -$17K 0.1% 152
2022
Q4 		$405K Sell
8,285
-45
-0.5% -$2.35K 0.09% 157
2022
Q3 		$409K Buy
8,330
+28
+0.3% +$1.52K 0.09% 146
2022
Q2 		$470K Sell
8,302
-198
-2% -$11.8K 0.1% 146
2022
Q1 		$581K Sell
8,500
-18,565
-69% -$1.15M 0.1% 151
2021
Q4 		$1.95M Sell
27,065
-7,195
-21% -$474K 0.33% 95
2021
Q3 		$2M Sell
34,260
-345
-1% -$20K 0.36% 103
2021
Q2 		$1.65M Buy
34,605
+1,155
+3% +$49.3K 0.29% 115
2021
Q1 		$1.23M Buy
33,450
+605
+2% +$19.8K 0.24% 123
2020
Q4 		$976K Buy
32,845
+7,630
+30% +$193K 0.2% 142
2020
Q3 		$594K Buy
25,215
+4,245
+20% +$110K 0.17% 134
2020
Q2 		$576K Sell
20,970
-135
-0.6% -$3.39K 0.19% 126
2020
Q1 		$427K Sell
21,105
-15,735
-43% -$337K 0.19% 108
2019
Q4 		$787K Sell
36,840
-55
-0.1% -$1.03K 0.2% 121
2019
Q3 		$566K Buy
36,895
+10,650
+41% +$173K 0.16% 136
2019
Q2 		$403K Sell
26,245
-675
-3% -$11.1K 0.11% 154
2019
Q1 		$452K Sell
26,920
-1,680
-6% -$26.8K 0.13% 144
2018
Q4 		$403K Buy
+28,600
New +$436K 0.13% 138

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avitas Wealth Management's FTNT Position: Q4 2024 in Review

Avitas Wealth Management reduced its Fortinet (FTNT) stake by 2.7% in Q4 2024, selling an estimated $15.6K and leaving 6,421 shares worth $607K. The position accounts for 0.08% of the portfolio, ranked #149.

Avitas Wealth Management first reported a position in FTNT in Q4 2018 and has held it in 25 quarters since. The position peaked at $2M in Q3 2021. 1,292 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Avitas Wealth Management held 6,421 shares of Fortinet worth $607K as of Q4 2024.
  • Avitas Wealth Management sold 175 Fortinet shares in Q4 2024, an estimated $15.6K.
  • Fortinet made up 0.08% of Avitas Wealth Management's portfolio in Q4 2024, its #149 holding.
  • Avitas Wealth Management first reported a position in Fortinet in Q4 2018 and has held it in 25 quarters since.
  • Avitas Wealth Management's Fortinet position peaked at $2M in Q3 2021.
  • 1,292 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.