Delap Wealth Advisory’s Fortinet FTNT Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-3,076	Closed	-$210K	–	190
2024 Q1	$210K	Buy	+3,076	New	+$205K	0.08%	234

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Delap Wealth Advisory's FTNT Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Fortinet (FTNT) in Q2 2024, closing a stake of 3,076 shares — an estimated $210K sold.

Delap Wealth Advisory first reported a position in FTNT in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

Delap Wealth Advisory reported no remaining Fortinet position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,076 Fortinet shares in Q2 2024, an estimated $210K.
Delap Wealth Advisory first reported a position in Fortinet in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Fortinet position peaked at $210K in Q1 2024.
1,069 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.