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Leeward Financial Partners’s Fortinet FTNT Stock Holding History

Leeward Financial Partners’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
Q2 		– Sell
-3,751
Closed -$256K – 88
2024
Q1 		$256K Sell
3,751
-198
-5% -$13.2K 0.11% 79
2023
Q4 		$231K Buy
+3,949
New +$218K 0.11% 79

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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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Leeward Financial Partners's FTNT Position: Q2 2024 in Review

Leeward Financial Partners sold out of Fortinet (FTNT) in Q2 2024, closing a stake of 3,751 shares — an estimated $256K sold.

Leeward Financial Partners first reported a position in FTNT in Q4 2023 and held it in 2 quarters. The position peaked at $256K in Q1 2024. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • Leeward Financial Partners reported no remaining Fortinet position as of Q2 2024 after selling out during the quarter.
  • Leeward Financial Partners sold 3,751 Fortinet shares in Q2 2024, an estimated $256K.
  • Leeward Financial Partners first reported a position in Fortinet in Q4 2023 and held it in 2 quarters.
  • Leeward Financial Partners's Fortinet position peaked at $256K in Q1 2024.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Leeward Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.