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Cassady Schiller Wealth Management’s Fortinet FTNT Stock Holding History

Cassady Schiller 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
Q4 		$4.72K Buy
50
+35
+233% +$3.11K ﹤0.01% 416
2024
Q3 		$1.16K Hold
15
– – ﹤0.01% 417
2024
Q2 		$904 Hold
15
– – ﹤0.01% 432
2024
Q1 		$1.02K Buy
+15
New +$999 ﹤0.01% 455
2022
Q1 		– Sell
-20
Closed -$1K – 289
2021
Q4 		$1K Buy
+20
New +$1.32K ﹤0.01% 454

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's FTNT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Fortinet (FTNT) stake by 233% in Q4 2024, buying an estimated $3.11K and bringing the position to 50 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Cassady Schiller Wealth Management first reported a position in FTNT in Q4 2021 and has held it in 5 quarters since. 1,292 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Cassady Schiller Wealth Management held 50 shares of Fortinet worth $4.72K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 35 Fortinet shares in Q4 2024, an estimated $3.11K.
  • Fortinet made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #416 holding.
  • Cassady Schiller Wealth Management first reported a position in Fortinet in Q4 2021 and has held it in 5 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.