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Hohimer Wealth Management’s Fortinet FTNT Stock Holding History

Hohimer Wealth 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
Q3 		– Sell
-17,187
Closed -$1.04M – 240
2024
Q2 		$1.04M Buy
17,187
+5,888
+52% +$366K 0.24% 114
2024
Q1 		$772K Buy
+11,299
New +$752K 0.18% 134
2020
Q3 		– Sell
-57,635
Closed -$1.58M – 187
2020
Q2 		$1.58M Hold
57,635
– – 0.55% 66
2020
Q1 		$1.22M Hold
57,635
– – 0.51% 77
2019
Q4 		$1.23M Buy
+57,635
New +$1.08M 0.43% 106

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Hohimer Wealth Management's FTNT Position: Q3 2024 in Review

Hohimer Wealth Management sold out of Fortinet (FTNT) in Q3 2024, closing a stake of 17,187 shares — an estimated $1.04M sold.

Hohimer Wealth Management first reported a position in FTNT in Q4 2019 and held it in 5 quarters. The position peaked at $1.58M in Q2 2020. 1,122 funds tracked by Wall St. Rank hold FTNT as of Q3 2024.

  • Hohimer Wealth Management reported no remaining Fortinet position as of Q3 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 17,187 Fortinet shares in Q3 2024, an estimated $1.04M.
  • Hohimer Wealth Management first reported a position in Fortinet in Q4 2019 and held it in 5 quarters.
  • Hohimer Wealth Management's Fortinet position peaked at $1.58M in Q2 2020.
  • 1,122 funds tracked by Wall St. Rank held Fortinet as of Q3 2024.

Based on Hohimer Wealth Management's 13F filing for Q3 2024, filed 19 Nov 2024.