KLCM
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KG&L Capital Management’s Fortinet FTNT Stock Holding History

KG&L Capital 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
-5,625
Closed -$339K – 197
2024
Q2 		$339K Buy
+5,625
New +$350K 0.12% 148
2024
Q1 		– Sell
-8,717
Closed -$510K – 179
2023
Q4 		$510K Buy
8,717
+4,349
+100% +$240K 0.21% 89
2023
Q3 		$256K Buy
4,368
+888
+26% +$58.8K 0.12% 133
2023
Q2 		$263K Buy
3,480
+20
+0.6% +$1.36K 0.13% 127
2023
Q1 		$230K Sell
3,460
-4,070
-54% -$231K 0.12% 118
2022
Q4 		$368K Sell
7,530
-3,720
-33% -$194K 0.21% 91
2022
Q3 		$553K Buy
11,250
+6,410
+132% +$347K 0.31% 68
2022
Q2 		$274K Buy
+4,840
New +$287K 0.15% 101
2021
Q1 		– Sell
-11,955
Closed -$355K – 140
2020
Q4 		$355K Buy
+11,955
New +$302K 0.19% 99

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