Baker Tilly Wealth Management’s Fortinet FTNT Stock Holding History

Baker Tilly 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 Q3	–	Sell	-2,775	Closed	-$210K	–	500
2023 Q2	$210K	Buy	+2,775	New	+$189K	0.02%	516
2022 Q1	–	Sell	-2,965	Closed	-$213K	–	539
2021 Q4	$213K	Buy	+2,965	New	+$195K	0.02%	496
2021 Q3	–	Sell	-13,935	Closed	-$664K	–	509
2021 Q2	$664K	Buy	13,935 +1,610	+13%	+$68.7K	0.11%	212
2021 Q1	$455K	Buy	12,325 +1,975	+19%	+$64.6K	0.09%	257
2020 Q4	$307K	Buy	+10,350	New	+$262K	0.09%	235

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baker Tilly Wealth Management's FTNT Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 2,775 shares — an estimated $210K sold.

Baker Tilly Wealth Management first reported a position in FTNT in Q4 2020 and held it in 5 quarters. The position peaked at $664K in Q2 2021. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,775 Fortinet shares in Q3 2023, an estimated $210K.
Baker Tilly Wealth Management first reported a position in Fortinet in Q4 2020 and held it in 5 quarters.
Baker Tilly Wealth Management's Fortinet position peaked at $664K in Q2 2021.
1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.