IBEX Wealth Advisors’s Fortinet FTNT Stock Holding History

IBEX 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
2025 Q3	–	Sell	-2,634	Closed	-$278K	–	210
2025 Q2	$278K	Buy	+2,634	New	+$266K	0.03%	175
2024 Q4	–	Sell	-93,098	Closed	-$7.33M	–	219
2024 Q3	$7.33M	Buy	93,098 +91,851	+7,366%	+$6.27M	2.01%	14
2024 Q2	$75.2K	Sell	1,247 -2,935	-70%	-$183K	0.01%	154
2024 Q1	$204K	Buy	+4,182	New	+$278K	0.06%	107
2023 Q4	–	Sell	-3,818	Closed	-$224K	–	114
2023 Q3	$224K	Buy	+3,818	New	+$253K	0.06%	105
2023 Q1	–	Sell	-4,182	Closed	-$204K	–	117
2022 Q4	$204K	Buy	+4,182	New	+$218K	0.05%	164
2022 Q3	–	Sell	-3,730	Closed	-$211K	–	153
2022 Q2	$211K	Sell	3,730 -85	-2%	-$5.05K	0.05%	142
2022 Q1	$261K	Sell	3,815 -1,085	-22%	-$67.5K	0.05%	141
2021 Q4	$352K	Buy	+4,900	New	+$322K	0.06%	144

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return