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High Net Worth Advisory Group’s Fortinet FTNT Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-30
Closed -$1.47K – 329
2022
Q4 		$1.47K Hold
30
– – ﹤0.01% 585
2022
Q3 		$1K Hold
30
– – ﹤0.01% 658
2022
Q2 		$2K Hold
30
– – ﹤0.01% 626
2022
Q1 		$2K Hold
30
– – ﹤0.01% 636
2021
Q4 		$2K Buy
+30
New +$1.97K ﹤0.01% 647

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

High Net Worth Advisory Group's FTNT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Fortinet (FTNT) in Q1 2023, closing a stake of 30 shares — an estimated $1.47K sold.

High Net Worth Advisory Group first reported a position in FTNT in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 989 funds tracked by Wall St. Rank hold FTNT as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Fortinet position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 30 Fortinet shares in Q1 2023, an estimated $1.47K.
  • High Net Worth Advisory Group first reported a position in Fortinet in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Fortinet position peaked at $2K in Q2 2022.
  • 989 funds tracked by Wall St. Rank held Fortinet as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.