Evermay Wealth Management’s Fortinet FTNT Stock Holding History

Evermay 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
2024 Q1	–	Sell	-6	Closed	-$352	–	659
2023 Q4	$352	Buy	+6	New	+$332	﹤0.01%	618

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Evermay Wealth Management's FTNT Position: Q1 2024 in Review

Evermay Wealth Management sold out of Fortinet (FTNT) in Q1 2024, closing a stake of 6 shares — an estimated $352 sold.

Evermay Wealth Management first reported a position in FTNT in Q4 2023 and held it in 1 quarter. The position peaked at $352 in Q4 2023. 1,109 funds tracked by Wall St. Rank hold FTNT as of Q1 2024.

Evermay Wealth Management reported no remaining Fortinet position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 6 Fortinet shares in Q1 2024, an estimated $352.
Evermay Wealth Management first reported a position in Fortinet in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Fortinet position peaked at $352 in Q4 2023.
1,109 funds tracked by Wall St. Rank held Fortinet as of Q1 2024.

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