Baldwin Wealth Partners’s Fortinet FTNT Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-221	Closed	-$17.1K	–	534
2024 Q3	$17.1K	Buy	221 +50	+29%	+$3.42K	﹤0.01%	720
2024 Q2	$10.3K	Hold	171	–	–	﹤0.01%	539
2024 Q1	$11.7K	Hold	171	–	–	﹤0.01%	538
2023 Q4	$10K	Buy	+171	New	+$9.45K	﹤0.01%	575
2022 Q4	–	Sell	-150	Closed	-$7K	–	796
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	542
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	552
2022 Q1	$10K	Sell	150 -55	-27%	-$3.42K	﹤0.01%	539
2021 Q4	$15K	Hold	205	–	–	﹤0.01%	471
2021 Q3	$12K	Sell	205 -45	-18%	-$2.61K	﹤0.01%	498
2021 Q2	$12K	Hold	250	–	–	﹤0.01%	518
2021 Q1	$9K	Hold	250	–	–	﹤0.01%	521
2020 Q4	$7K	Hold	250	–	–	﹤0.01%	480
2020 Q3	$6K	Hold	250	–	–	﹤0.01%	460
2020 Q2	$7K	Hold	250	–	–	﹤0.01%	450
2020 Q1	$5K	Hold	250	–	–	﹤0.01%	470
2019 Q4	$5K	Buy	+250	New	+$4.71K	﹤0.01%	479

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baldwin Wealth Partners's FTNT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Fortinet (FTNT) in Q4 2024, closing a stake of 221 shares — an estimated $17.1K sold.

Baldwin Wealth Partners first reported a position in FTNT in Q4 2019 and held it in 16 quarters. The position peaked at $17.1K in Q3 2024. 1,295 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

Baldwin Wealth Partners reported no remaining Fortinet position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 221 Fortinet shares in Q4 2024, an estimated $17.1K.
Baldwin Wealth Partners first reported a position in Fortinet in Q4 2019 and held it in 16 quarters.
Baldwin Wealth Partners's Fortinet position peaked at $17.1K in Q3 2024.
1,295 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.