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Connectus Wealth’s Fortinet FTNT Stock Holding History

Connectus 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
Q1 		$1.66M Sell
24,301
-9,028
-27% -$601K 0.05% 204
2023
Q4 		$1.95M Sell
33,329
-639
-2% -$35.3K 0.04% 269
2023
Q3 		$1.99M Buy
+33,968
New +$2.25M 0.04% 256

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Connectus Wealth's FTNT Position: Q1 2024 in Review

Connectus Wealth reduced its Fortinet (FTNT) stake by 27% in Q1 2024, selling an estimated $601K and leaving 24,301 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #204.

Connectus Wealth first reported a position in FTNT in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.99M in Q3 2023. 1,109 funds tracked by Wall St. Rank hold FTNT as of Q1 2024.

  • Connectus Wealth held 24,301 shares of Fortinet worth $1.66M as of Q1 2024.
  • Connectus Wealth sold 9,028 Fortinet shares in Q1 2024, an estimated $601K.
  • Fortinet made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #204 holding.
  • Connectus Wealth first reported a position in Fortinet in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's Fortinet position peaked at $1.99M in Q3 2023.
  • 1,109 funds tracked by Wall St. Rank held Fortinet as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.