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Disciplined Investments’s Fortinet FTNT Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-40
Closed -$3.02K – 642
2023
Q2 		$3.02K Sell
40
-2
-5% -$136 ﹤0.01% 522
2023
Q1 		$2.79K Buy
42
+7
+20% +$398 ﹤0.01% 548
2022
Q4 		$1.71K Sell
35
-6
-15% -$313 ﹤0.01% 676
2022
Q3 		$2K Sell
41
-21
-34% -$1.14K ﹤0.01% 633
2022
Q2 		$4K Sell
62
-3
-5% -$178 ﹤0.01% 478
2022
Q1 		$4K Buy
+65
New +$4.04K ﹤0.01% 498

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's FTNT Position: Q3 2023 in Review

Disciplined Investments sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 40 shares — an estimated $3.02K sold.

Disciplined Investments first reported a position in FTNT in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Disciplined Investments reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 40 Fortinet shares in Q3 2023, an estimated $3.02K.
  • Disciplined Investments first reported a position in Fortinet in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Fortinet position peaked at $4K in Q2 2022.
  • 1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.