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Financial Advocates Investment Management’s Fortinet FTNT Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-4,454
Closed -$304K – 771
2024
Q1 		$304K Hold
4,454
– – 0.02% 587
2023
Q4 		$261K Buy
+4,454
New +$246K 0.02% 606
2021
Q3 		– Sell
-56,140
Closed -$961K – 758
2021
Q2 		$961K Buy
+56,140
New +$2.4M 0.06% 323

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 $865B AUM 30.76% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's FTNT Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Fortinet (FTNT) in Q2 2024, closing a stake of 4,454 shares — an estimated $304K sold.

Financial Advocates Investment Management first reported a position in FTNT in Q2 2021 and held it in 3 quarters. The position peaked at $961K in Q2 2021. 1,070 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Fortinet position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,454 Fortinet shares in Q2 2024, an estimated $304K.
  • Financial Advocates Investment Management first reported a position in Fortinet in Q2 2021 and held it in 3 quarters.
  • Financial Advocates Investment Management's Fortinet position peaked at $961K in Q2 2021.
  • 1,070 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.