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BDO Wealth Advisors’s Fortinet FTNT Stock Holding History

BDO Wealth 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
Q2 		$12.1K Buy
160
+100
+167% +$6.8K ﹤0.01% 676
2023
Q1 		$3.99K Hold
60
– – ﹤0.01% 825
2022
Q4 		$2.93K Hold
60
– – ﹤0.01% 824
2022
Q3 		$3K Hold
60
– – ﹤0.01% 875
2022
Q2 		$3K Hold
60
– – ﹤0.01% 845
2022
Q1 		$4K Hold
60
– – ﹤0.01% 851
2021
Q4 		$4K Hold
60
– – ﹤0.01% 856
2021
Q3 		$4K Buy
+60
New +$3.47K ﹤0.01% 861
2020
Q2 		– Sell
-830
Closed -$17K – 719
2020
Q1 		$17K Buy
+830
New +$17.8K ﹤0.01% 472

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's FTNT Position: Q2 2023 in Review

BDO Wealth Advisors increased its Fortinet (FTNT) stake by 167% in Q2 2023, buying an estimated $6.8K and bringing the position to 160 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

BDO Wealth Advisors first reported a position in FTNT in Q1 2020 and has held it in 9 quarters since. The position peaked at $17K in Q1 2020. 1,102 funds tracked by Wall St. Rank hold FTNT as of Q2 2023.

  • BDO Wealth Advisors held 160 shares of Fortinet worth $12.1K as of Q2 2023.
  • BDO Wealth Advisors bought 100 Fortinet shares in Q2 2023, an estimated $6.8K.
  • Fortinet made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #676 holding.
  • BDO Wealth Advisors first reported a position in Fortinet in Q1 2020 and has held it in 9 quarters since.
  • BDO Wealth Advisors's Fortinet position peaked at $17K in Q1 2020.
  • 1,102 funds tracked by Wall St. Rank held Fortinet as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.