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Janiczek Wealth Management’s Fortinet FTNT Stock Holding History

Janiczek 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
Q2 		$17.5K Sell
291
-154
-35% -$9.58K ﹤0.01% 580
2024
Q1 		$30.4K Buy
445
+5
+1% +$333 0.01% 491
2023
Q4 		$25.8K Sell
440
-254
-37% -$14K 0.01% 507
2023
Q3 		$40.7K Buy
694
+352
+103% +$23.3K 0.01% 390
2023
Q2 		$25.9K Hold
342
– – 0.01% 421
2023
Q1 		$23.3K Buy
342
+145
+74% +$8.24K 0.01% 431
2022
Q4 		$9.54K Buy
197
+37
+23% +$1.93K ﹤0.01% 572
2022
Q3 		$8K Buy
160
+15
+10% +$813 ﹤0.01% 578
2022
Q2 		$9K Hold
145
– – ﹤0.01% 586
2022
Q1 		$10K Sell
145
-10
-6% -$622 ﹤0.01% 572
2021
Q4 		$11K Buy
155
+20
+15% +$1.32K ﹤0.01% 579
2021
Q3 		$8K Buy
135
+15
+13% +$869 ﹤0.01% 607
2021
Q2 		$6K Hold
120
– – ﹤0.01% 633
2021
Q1 		$4K Buy
120
+65
+118% +$2.13K ﹤0.01% 669
2020
Q4 		$2K Sell
55
-40
-42% -$1.01K ﹤0.01% 676
2020
Q3 		$2K Buy
+95
New +$2.45K ﹤0.01% 507

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

Janiczek Wealth Management's FTNT Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Fortinet (FTNT) stake by 35% in Q2 2024, selling an estimated $9.58K and leaving 291 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Janiczek Wealth Management first reported a position in FTNT in Q3 2020 and has held it in 16 quarters since. The position peaked at $40.7K in Q3 2023. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • Janiczek Wealth Management held 291 shares of Fortinet worth $17.5K as of Q2 2024.
  • Janiczek Wealth Management sold 154 Fortinet shares in Q2 2024, an estimated $9.58K.
  • Fortinet made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #580 holding.
  • Janiczek Wealth Management first reported a position in Fortinet in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Fortinet position peaked at $40.7K in Q3 2023.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.