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Lake Street Advisors Group’s Fortinet FTNT Stock Holding History

Lake Street Advisors Group’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 		$623K Buy
6,596
+173
+3% +$15.4K 0.03% 296
2024
Q3 		$498K Buy
6,423
+550
+9% +$37.6K 0.02% 335
2024
Q2 		$354K Buy
5,873
+472
+9% +$29.4K 0.02% 398
2024
Q1 		$369K Buy
5,401
+211
+4% +$14K 0.02% 404
2023
Q4 		$304K Buy
+5,190
New +$287K 0.02% 434
2021
Q3 		– Sell
-6,950
Closed -$425K – 303
2021
Q2 		$425K Sell
6,950
-625
-8% -$26.7K 0.03% 187
2021
Q1 		$279K Buy
7,575
+85
+1% +$2.78K 0.02% 251
2020
Q4 		$222K Buy
+7,490
New +$189K 0.02% 275

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Lake Street Advisors Group's FTNT Position: Q4 2024 in Review

Lake Street Advisors Group increased its Fortinet (FTNT) stake by 2.7% in Q4 2024, buying an estimated $15.4K and bringing the position to 6,596 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #296.

Lake Street Advisors Group first reported a position in FTNT in Q4 2020 and has held it in 8 quarters since. 1,293 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Lake Street Advisors Group held 6,596 shares of Fortinet worth $623K as of Q4 2024.
  • Lake Street Advisors Group bought 173 Fortinet shares in Q4 2024, an estimated $15.4K.
  • Fortinet made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #296 holding.
  • Lake Street Advisors Group first reported a position in Fortinet in Q4 2020 and has held it in 8 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.