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BKM Wealth Management’s Fortinet FTNT Stock Holding History

BKM 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
2024
Q1 		– Sell
-315
Closed -$18.4K – 322
2023
Q4 		$18.4K Buy
+315
New +$17.4K 0.01% 391

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

BKM Wealth Management's FTNT Position: Q1 2024 in Review

BKM Wealth Management sold out of Fortinet (FTNT) in Q1 2024, closing a stake of 315 shares — an estimated $18.4K sold.

BKM Wealth Management first reported a position in FTNT in Q4 2023 and held it in 1 quarter. The position peaked at $18.4K in Q4 2023. 1,109 funds tracked by Wall St. Rank hold FTNT as of Q1 2024.

  • BKM Wealth Management reported no remaining Fortinet position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 315 Fortinet shares in Q1 2024, an estimated $18.4K.
  • BKM Wealth Management first reported a position in Fortinet in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Fortinet position peaked at $18.4K in Q4 2023.
  • 1,109 funds tracked by Wall St. Rank held Fortinet as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.