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Bollard Group’s Fortinet FTNT Stock Holding History

Bollard Group’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
Q3 		– Sell
-25
Closed -$2K – 496
2023
Q2 		$2K Buy
+25
New +$1.7K ﹤0.01% 528
2021
Q1 		– Sell
-5
Closed – – 438
2020
Q4 		$0 Hold
5
– – ﹤0.01% 434
2020
Q3 		$0 Hold
5
– – ﹤0.01% 448
2020
Q2 		$0 Sell
5
-995
-100% -$25K ﹤0.01% 456
2020
Q1 		$20K Buy
+1,000
New +$21.4K ﹤0.01% 197
2013
Q4 		– Sell
-22,500
Closed -$91K – 252
2013
Q3 		$91K Buy
+22,500
New +$91.1K 0.01% 205

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bollard Group's FTNT Position: Q3 2023 in Review

Bollard Group sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 25 shares — an estimated $2K sold.

Bollard Group first reported a position in FTNT in Q3 2013 and held it in 6 quarters. The position peaked at $91K in Q3 2013. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Bollard Group reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 25 Fortinet shares in Q3 2023, an estimated $2K.
  • Bollard Group first reported a position in Fortinet in Q3 2013 and held it in 6 quarters.
  • Bollard Group's Fortinet position peaked at $91K in Q3 2013.
  • 1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.