Baystate Wealth Management’s Fortinet FTNT Stock Holding History

Baystate 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 Q4	$5.85K	Buy	100 +25	+33%	+$1.38K	﹤0.01%	853
2023 Q3	$4.4K	Sell	75 -25	-25%	-$1.66K	﹤0.01%	702
2023 Q2	$7.56K	Hold	100	–	–	﹤0.01%	627
2023 Q1	$6.65K	Hold	100	–	–	﹤0.01%	634
2022 Q4	$5K	Hold	100	–	–	﹤0.01%	686
2022 Q3	$5K	Sell	100 -25	-20%	-$1.35K	﹤0.01%	640
2022 Q2	$7K	Hold	125	–	–	﹤0.01%	623
2022 Q1	$9K	Hold	125	–	–	﹤0.01%	592
2021 Q4	$9K	Sell	125 -50	-29%	-$3.29K	﹤0.01%	589
2021 Q3	$10K	Sell	175 -75	-30%	-$4.34K	﹤0.01%	522
2021 Q2	$12K	Buy	+250	New	+$10.7K	﹤0.01%	487
2019 Q2	–	Sell	-950	Closed	-$18K	–	655
2019 Q1	$18K	Hold	950	–	–	﹤0.01%	316
2018 Q4	$13K	Buy	+950	New	+$14.5K	﹤0.01%	349

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Baystate Wealth Management's FTNT Position: Q4 2023 in Review

Baystate Wealth Management increased its Fortinet (FTNT) stake by 33% in Q4 2023, buying an estimated $1.38K and bringing the position to 100 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Baystate Wealth Management first reported a position in FTNT in Q4 2018 and has held it in 13 quarters since. The position peaked at $18K in Q1 2019. 1,062 funds tracked by Wall St. Rank hold FTNT as of Q4 2023.

Baystate Wealth Management held 100 shares of Fortinet worth $5.85K as of Q4 2023.
Baystate Wealth Management bought 25 Fortinet shares in Q4 2023, an estimated $1.38K.
Fortinet made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #853 holding.
Baystate Wealth Management first reported a position in Fortinet in Q4 2018 and has held it in 13 quarters since.
Baystate Wealth Management's Fortinet position peaked at $18K in Q1 2019.
1,062 funds tracked by Wall St. Rank held Fortinet as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.