Lee Financial Group Hawaii’s Fortinet FTNT Stock Holding History

Lee Financial Group Hawaii’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 Q1	$404K	Sell	5,910 -1,465	-20%	-$97.5K	0.32%	26
2023 Q4	$432K	Hold	7,375	–	–	0.37%	27
2023 Q3	$433K	Sell	7,375 -2,270	-24%	-$150K	0.4%	25
2023 Q2	$729K	Sell	9,645 -6,080	-39%	-$413K	0.67%	15
2023 Q1	$1.05M	Sell	15,725 -2,140	-12%	-$122K	1.08%	12
2022 Q4	$873K	Sell	17,865 -4,240	-19%	-$221K	0.86%	14
2022 Q3	$1.09K	Sell	22,105 -885	-4%	-$47.9K	0.87%	14
2022 Q2	$1.3M	Hold	22,990	–	–	1.27%	11
2022 Q1	$1.57K	Sell	22,990 -1,195	-5%	-$74.3K	1.07%	13
2021 Q4	$1.74M	Hold	24,185	–	–	1.26%	11
2021 Q3	$1.41M	Hold	24,185	–	–	1.04%	12
2021 Q2	$1.15M	Sell	24,185 -5	-0%	-$213	0.83%	15
2021 Q1	$892K	Sell	24,190 -137,620	-85%	-$4.5M	0.73%	13
2020 Q4	$4.81M	Buy	+161,810	New	+$4.09M	4.05%	10
2019 Q3	–	Sell	-135,500	Closed	-$2.08M	–	27
2019 Q2	$2.08M	Buy	+135,500	New	+$2.23M	1.78%	20

Other funds holding FTNT

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

BlackRock New York $5.7T 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 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

AllianceBernstein

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return