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Guardian Wealth Advisors (North Carolina)’s Fortinet FTNT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-2,791
Closed -$211K – 430
2023
Q2 		$211K Buy
+2,791
New +$190K 0.04% 221
2022
Q2 		– Sell
-3,855
Closed -$263K – 360
2022
Q1 		$263K Buy
3,855
+555
+17% +$34.5K 0.11% 136
2021
Q4 		$237K Buy
+3,300
New +$217K 0.1% 136

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FTNT Position: Q3 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 2,791 shares — an estimated $211K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FTNT in Q4 2021 and held it in 3 quarters. The position peaked at $263K in Q1 2022. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,791 Fortinet shares in Q3 2023, an estimated $211K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Fortinet in Q4 2021 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Fortinet position peaked at $263K in Q1 2022.
  • 1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.