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Financial Synergies Wealth Advisors’s Fortinet FTNT Stock Holding History

Financial Synergies 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
Q2 		– Sell
-93
Closed -$6.35K – 210
2024
Q1 		$6.35K Buy
93
+88
+1,760% +$5.86K ﹤0.01% 269
2023
Q4 		$245 Buy
+5
New +$276 ﹤0.01% 434
2023
Q2 		– Sell
-5
Closed -$333 – 511
2023
Q1 		$333 Hold
5
– – ﹤0.01% 455
2022
Q4 		$245 Hold
5
– – ﹤0.01% 434
2022
Q3 		$246 Hold
5
– – ﹤0.01% 436
2022
Q2 		$283 Buy
+5
New +$297 ﹤0.01% 445

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's FTNT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Fortinet (FTNT) in Q2 2024, closing a stake of 93 shares — an estimated $6.35K sold.

Financial Synergies Wealth Advisors first reported a position in FTNT in Q2 2022 and held it in 6 quarters. The position peaked at $6.35K in Q1 2024. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Fortinet position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 93 Fortinet shares in Q2 2024, an estimated $6.35K.
  • Financial Synergies Wealth Advisors first reported a position in Fortinet in Q2 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Fortinet position peaked at $6.35K in Q1 2024.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.