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Delos Wealth Advisors’s Fortinet FTNT Stock Holding History

Delos 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
2024
Q1 		– Sell
-10
Closed -$586 – 389
2023
Q4 		$586 Hold
10
– – ﹤0.01% 241
2023
Q3 		$603 Hold
10
– – ﹤0.01% 273
2023
Q2 		$756 Sell
10
-333
-97% -$22.6K ﹤0.01% 244
2023
Q1 		$22.8K Hold
343
– – 0.03% 93
2022
Q4 		$16.8K Buy
343
+333
+3,330% +$17.4K 0.03% 109
2022
Q3 		$0 Buy
+10
New +$542 ﹤0.01% 314

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Delos Wealth Advisors's FTNT Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Fortinet (FTNT) in Q1 2024, closing a stake of 10 shares — an estimated $586 sold.

Delos Wealth Advisors first reported a position in FTNT in Q3 2022 and held it in 6 quarters. The position peaked at $22.8K in Q1 2023. 1,110 funds tracked by Wall St. Rank hold FTNT as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Fortinet position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 10 Fortinet shares in Q1 2024, an estimated $586.
  • Delos Wealth Advisors first reported a position in Fortinet in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Fortinet position peaked at $22.8K in Q1 2023.
  • 1,110 funds tracked by Wall St. Rank held Fortinet as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.