Brown Financial Advisors’s Fortinet FTNT Stock Holding History

Brown Financial 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
2024 Q3	–	Sell	-4,860	Closed	-$293K	–	162
2024 Q2	$293K	Buy	+4,860	New	+$302K	0.13%	130

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Brown Financial Advisors's FTNT Position: Q3 2024 in Review

Brown Financial Advisors sold out of Fortinet (FTNT) in Q3 2024, closing a stake of 4,860 shares — an estimated $293K sold.

Brown Financial Advisors first reported a position in FTNT in Q2 2024 and held it in 1 quarter. The position peaked at $293K in Q2 2024. 1,122 funds tracked by Wall St. Rank hold FTNT as of Q3 2024.

Brown Financial Advisors reported no remaining Fortinet position as of Q3 2024 after selling out during the quarter.
Brown Financial Advisors sold 4,860 Fortinet shares in Q3 2024, an estimated $293K.
Brown Financial Advisors first reported a position in Fortinet in Q2 2024 and held it in 1 quarter.
Brown Financial Advisors's Fortinet position peaked at $293K in Q2 2024.
1,122 funds tracked by Wall St. Rank held Fortinet as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.