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Lee Financial’s Fortinet FTNT Stock Holding History

Lee Financial’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 		– Sell
-16
Closed -$937 – 413
2023
Q4 		$937 Sell
16
-24
-60% -$1.33K ﹤0.01% 800
2023
Q3 		$2.35K Hold
40
– – ﹤0.01% 650
2023
Q2 		$3.02K Hold
40
– – ﹤0.01% 583
2023
Q1 		$2.66K Buy
+40
New +$2.27K ﹤0.01% 620
2022
Q4 		– Sell
-5
Closed – – 955
2022
Q3 		$0 Sell
5
-40
-89% -$2.17K ﹤0.01% 882
2022
Q2 		$3K Buy
+45
New +$2.67K ﹤0.01% 625
2022
Q1 		– Sell
-10
Closed -$1K – 839
2021
Q4 		$1K Buy
+10
New +$658 ﹤0.01% 839

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
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
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

Lee Financial's FTNT Position: Q1 2024 in Review

Lee Financial sold out of Fortinet (FTNT) in Q1 2024, closing a stake of 16 shares — an estimated $937 sold.

Lee Financial first reported a position in FTNT in Q4 2021 and held it in 7 quarters. The position peaked at $3.02K in Q2 2023. 1,109 funds tracked by Wall St. Rank hold FTNT as of Q1 2024.

  • Lee Financial reported no remaining Fortinet position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 16 Fortinet shares in Q1 2024, an estimated $937.
  • Lee Financial first reported a position in Fortinet in Q4 2021 and held it in 7 quarters.
  • Lee Financial's Fortinet position peaked at $3.02K in Q2 2023.
  • 1,109 funds tracked by Wall St. Rank held Fortinet as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.