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Buckingham Strategic Wealth’s Fortinet FTNT Stock Holding History

Buckingham Strategic 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
Q2 		$390K Buy
6,474
+1,094
+20% +$68K ﹤0.01% 527
2024
Q1 		$367K Sell
5,380
-1,920
-26% -$128K ﹤0.01% 538
2023
Q4 		$427K Buy
7,300
+2,421
+50% +$134K 0.01% 478
2023
Q3 		$286K Sell
4,879
-127
-3% -$8.41K ﹤0.01% 534
2023
Q2 		$378K Buy
5,006
+432
+9% +$29.4K 0.01% 487
2023
Q1 		$224K Hold
4,574
– – ﹤0.01% 544
2022
Q4 		$224K Buy
+4,574
New +$238K ﹤0.01% 546

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's FTNT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Fortinet (FTNT) stake by 20% in Q2 2024, buying an estimated $68K and bringing the position to 6,474 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Buckingham Strategic Wealth first reported a position in FTNT in Q4 2022 and has held it in 7 quarters since. The position peaked at $427K in Q4 2023. 1,070 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • Buckingham Strategic Wealth held 6,474 shares of Fortinet worth $390K as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,094 Fortinet shares in Q2 2024, an estimated $68K.
  • Fortinet made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #527 holding.
  • Buckingham Strategic Wealth first reported a position in Fortinet in Q4 2022 and has held it in 7 quarters since.
  • Buckingham Strategic Wealth's Fortinet position peaked at $427K in Q4 2023.
  • 1,070 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.