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Hamilton Point Investment Advisors’s Fortinet FTNT Stock Holding History

Hamilton Point Investment 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
2023
Q3 		– Sell
-3,020
Closed -$228K – 138
2023
Q2 		$228K Hold
3,020
– – 0.05% 114
2023
Q1 		$201K Buy
+3,020
New +$172K 0.05% 115

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

Hamilton Point Investment Advisors's FTNT Position: Q3 2023 in Review

Hamilton Point Investment Advisors sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 3,020 shares — an estimated $228K sold.

Hamilton Point Investment Advisors first reported a position in FTNT in Q1 2023 and held it in 2 quarters. The position peaked at $228K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Hamilton Point Investment Advisors reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 3,020 Fortinet shares in Q3 2023, an estimated $228K.
  • Hamilton Point Investment Advisors first reported a position in Fortinet in Q1 2023 and held it in 2 quarters.
  • Hamilton Point Investment Advisors's Fortinet position peaked at $228K in Q2 2023.
  • 1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Hamilton Point Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.