Buckley Wealth Management’s Fortinet FTNT Stock Holding History

Buckley 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
2023 Q3	–	Sell	-3,054	Closed	-$231K	–	112
2023 Q2	$231K	Buy	+3,054	New	+$208K	0.08%	119

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Buckley Wealth Management's FTNT Position: Q3 2023 in Review

Buckley Wealth Management sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 3,054 shares — an estimated $231K sold.

Buckley Wealth Management first reported a position in FTNT in Q2 2023 and held it in 1 quarter. The position peaked at $231K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

Buckley Wealth Management reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
Buckley Wealth Management sold 3,054 Fortinet shares in Q3 2023, an estimated $231K.
Buckley Wealth Management first reported a position in Fortinet in Q2 2023 and held it in 1 quarter.
Buckley Wealth Management's Fortinet position peaked at $231K in Q2 2023.
1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.