DWM
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Dakota Wealth Management’s Fortinet FTNT Stock Holding History

Dakota 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
Q4 		– Sell
-17,624
Closed -$1.03M – 678
2023
Q3 		$1.03M Buy
+17,624
New +$1.17M 0.05% 284
2023
Q1 		– Sell
-6,448
Closed -$315K – 627
2022
Q4 		$315K Sell
6,448
-9,482
-60% -$494K 0.02% 435
2022
Q3 		$783K Buy
15,930
+9,640
+153% +$522K 0.06% 247
2022
Q2 		$356K Buy
+6,290
New +$374K 0.03% 343
2022
Q1 		– Sell
-4,805
Closed -$345K – 467
2021
Q4 		$345K Buy
+4,805
New +$316K 0.04% 289
2019
Q3 		– Sell
-15,415
Closed -$237K – 321
2019
Q2 		$237K Buy
+15,415
New +$254K 0.05% 249

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return