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Claris Advisors’s Fortinet FTNT Stock Holding History

Claris 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
Q4 		– Sell
-9
Closed -$698 – 473
2024
Q3 		$698 Buy
+9
New +$615 ﹤0.01% 529

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

Claris Advisors's FTNT Position: Q4 2024 in Review

Claris Advisors sold out of Fortinet (FTNT) in Q4 2024, closing a stake of 9 shares — an estimated $698 sold.

Claris Advisors first reported a position in FTNT in Q3 2024 and held it in 1 quarter. The position peaked at $698 in Q3 2024. 1,292 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Claris Advisors reported no remaining Fortinet position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 9 Fortinet shares in Q4 2024, an estimated $698.
  • Claris Advisors first reported a position in Fortinet in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Fortinet position peaked at $698 in Q3 2024.
  • 1,292 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.