BerganKDV Wealth Management’s Fortinet FTNT Stock Holding History

BerganKDV 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 Q2	$1.44M	Buy	19,013 +645	+4%	+$43.9K	0.14%	112
2023 Q1	$1.22M	Buy	18,368 +18,223	+12,568%	+$1.04M	0.13%	120
2022 Q4	$7.09K	Hold	145	–	–	﹤0.01%	623
2022 Q3	$7K	Hold	145	–	–	﹤0.01%	623
2022 Q2	$8K	Hold	145	–	–	﹤0.01%	623
2022 Q1	$10K	Hold	145	–	–	﹤0.01%	608
2021 Q4	$10K	Hold	145	–	–	﹤0.01%	656
2021 Q3	$8K	Hold	145	–	–	﹤0.01%	672
2021 Q2	$7K	Hold	145	–	–	﹤0.01%	660
2021 Q1	$5K	Hold	145	–	–	﹤0.01%	664
2020 Q4	$4K	Hold	145	–	–	﹤0.01%	689
2020 Q3	$3K	Hold	145	–	–	﹤0.01%	643
2020 Q2	$4K	Sell	145 -85	-37%	-$2.13K	﹤0.01%	654
2020 Q1	$5K	Hold	230	–	–	﹤0.01%	580
2019 Q4	$5K	Buy	+230	New	+$4.33K	﹤0.01%	616

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

BerganKDV Wealth Management's FTNT Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Fortinet (FTNT) stake by 3.5% in Q2 2023, buying an estimated $43.9K and bringing the position to 19,013 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #112.

BerganKDV Wealth Management first reported a position in FTNT in Q4 2019 and has held it in 15 quarters since. 1,101 funds tracked by Wall St. Rank hold FTNT as of Q2 2023.

BerganKDV Wealth Management held 19,013 shares of Fortinet worth $1.44M as of Q2 2023.
BerganKDV Wealth Management bought 645 Fortinet shares in Q2 2023, an estimated $43.9K.
Fortinet made up 0.14% of BerganKDV Wealth Management's portfolio in Q2 2023, its #112 holding.
BerganKDV Wealth Management first reported a position in Fortinet in Q4 2019 and has held it in 15 quarters since.
1,101 funds tracked by Wall St. Rank held Fortinet as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.