Kula Investments’s Fortinet FTNT Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-8,587	Closed	-$420K	–	703
2022 Q4	$420K	Buy	+8,587	New	+$448K	0.12%	269

Other funds holding FTNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kula Investments's FTNT Position: Q1 2023 in Review

Kula Investments sold out of Fortinet (FTNT) in Q1 2023, closing a stake of 8,587 shares — an estimated $420K sold.

Kula Investments first reported a position in FTNT in Q4 2022 and held it in 1 quarter. The position peaked at $420K in Q4 2022. 990 funds tracked by Wall St. Rank hold FTNT as of Q1 2023.

Kula Investments reported no remaining Fortinet position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 8,587 Fortinet shares in Q1 2023, an estimated $420K.
Kula Investments first reported a position in Fortinet in Q4 2022 and held it in 1 quarter.
Kula Investments's Fortinet position peaked at $420K in Q4 2022.
990 funds tracked by Wall St. Rank held Fortinet as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.