Baron Silver Stevens Financial Advisors’s Fortinet FTNT Stock Holding History

Baron Silver Stevens Financial Advisors’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	–	Sell	-10,753	Closed	-$631K	–	108
2023 Q3	$631K	Buy	10,753 +72	+0.7%	+$4.77K	0.14%	53
2023 Q2	$807K	Hold	10,681	–	–	0.18%	47
2023 Q1	$710K	Hold	10,681	–	–	0.18%	47
2022 Q4	$522K	Hold	10,681	–	–	0.13%	50
2022 Q3	$14K	Hold	10,681	–	–	﹤0.01%	97
2022 Q2	$604K	Buy	10,681 +56	+0.5%	+$3.33K	0.16%	50
2022 Q1	$726K	Buy	+10,625	New	+$661K	0.17%	46
2021 Q1	–	Sell	-125	Closed	-$3K	–	200
2020 Q4	$3K	Buy	+125	New	+$3.16K	﹤0.01%	359

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

Baron Silver Stevens Financial Advisors's FTNT Position: Q4 2023 in Review

Baron Silver Stevens Financial Advisors sold out of Fortinet (FTNT) in Q4 2023, closing a stake of 10,753 shares — an estimated $631K sold.

Baron Silver Stevens Financial Advisors first reported a position in FTNT in Q4 2020 and held it in 8 quarters. The position peaked at $807K in Q2 2023. 1,062 funds tracked by Wall St. Rank hold FTNT as of Q4 2023.

Baron Silver Stevens Financial Advisors reported no remaining Fortinet position as of Q4 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 10,753 Fortinet shares in Q4 2023, an estimated $631K.
Baron Silver Stevens Financial Advisors first reported a position in Fortinet in Q4 2020 and held it in 8 quarters.
Baron Silver Stevens Financial Advisors's Fortinet position peaked at $807K in Q2 2023.
1,062 funds tracked by Wall St. Rank held Fortinet as of Q4 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.