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Jamison Private Wealth Management’s Fortinet FTNT Stock Holding History

Jamison Private 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
Q4 		– Sell
-205
Closed -$15.9K – 301
2024
Q3 		$15.9K Hold
205
– – ﹤0.01% 317
2024
Q2 		$12.4K Hold
205
– – ﹤0.01% 314
2024
Q1 		$14K Hold
205
– – ﹤0.01% 316
2023
Q4 		$12K Hold
205
– – ﹤0.01% 296
2023
Q3 		$12K Buy
+205
New +$13.6K ﹤0.01% 289

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jamison Private Wealth Management's FTNT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Fortinet (FTNT) in Q4 2024, closing a stake of 205 shares — an estimated $15.9K sold.

Jamison Private Wealth Management first reported a position in FTNT in Q3 2023 and held it in 5 quarters. The position peaked at $15.9K in Q3 2024. 1,292 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Fortinet position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 205 Fortinet shares in Q4 2024, an estimated $15.9K.
  • Jamison Private Wealth Management first reported a position in Fortinet in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Fortinet position peaked at $15.9K in Q3 2024.
  • 1,292 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.