CM Wealth Advisors’s Fortinet FTNT Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-29,470	Closed	-$1.87M	–	264
2023 Q1	$1.87M	Buy	+29,470	New	+$1.68M	0.36%	56

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CM Wealth Advisors's FTNT Position: Q2 2023 in Review

CM Wealth Advisors sold out of Fortinet (FTNT) in Q2 2023, closing a stake of 29,470 shares — an estimated $1.87M sold.

CM Wealth Advisors first reported a position in FTNT in Q1 2023 and held it in 1 quarter. The position peaked at $1.87M in Q1 2023. 1,102 funds tracked by Wall St. Rank hold FTNT as of Q2 2023.

CM Wealth Advisors reported no remaining Fortinet position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 29,470 Fortinet shares in Q2 2023, an estimated $1.87M.
CM Wealth Advisors first reported a position in Fortinet in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Fortinet position peaked at $1.87M in Q1 2023.
1,102 funds tracked by Wall St. Rank held Fortinet as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.