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Bison Wealth’s Fortinet FTNT Stock Holding History

Bison Wealth’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 		$585K Buy
+6,194
New +$551K 0.13% 136
2024
Q3 		– Sell
-10,524
Closed -$719K – 437
2024
Q2 		$719K Hold
10,524
– – 0.12% 180
2024
Q1 		$719K Buy
10,524
+194
+2% +$12.9K 0.12% 180
2023
Q4 		$605K Sell
10,330
-2,032
-16% -$112K 0.11% 207
2023
Q3 		$725K Buy
12,362
+36
+0.3% +$2.38K 0.14% 157
2023
Q2 		$932K Buy
+12,326
New +$838K 0.17% 131

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bison Wealth's FTNT Position: Q4 2024 in Review

Bison Wealth opened a new position in Fortinet (FTNT) in Q4 2024: 6,194 shares worth $585K. The stake represents 0.13% of the portfolio and ranks #136 among its holdings. This is a return to the name: Bison Wealth previously reported a position in FTNT as recently as Q2 2024.

Bison Wealth first reported a position in FTNT in Q2 2023 and has held it in 6 quarters since. The position peaked at $932K in Q2 2023. 1,293 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Bison Wealth held 6,194 shares of Fortinet worth $585K as of Q4 2024.
  • Fortinet was a new Bison Wealth position in Q4 2024.
  • Fortinet made up 0.13% of Bison Wealth's portfolio in Q4 2024, its #136 holding.
  • Bison Wealth first reported a position in Fortinet in Q2 2023 and has held it in 6 quarters since.
  • Bison Wealth's Fortinet position peaked at $932K in Q2 2023.
  • 1,293 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.