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Lindenwold Advisors’s Fortinet FTNT Stock Holding History

Lindenwold Advisors’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
-13,953
Closed -$817K – 120
2023
Q4 		$817K Sell
13,953
-13,584
-49% -$751K 0.46% 54
2023
Q3 		$1.62M Buy
27,537
+114
+0.4% +$7.55K 1.01% 35
2023
Q2 		$2.07M Sell
27,423
-2,189
-7% -$149K 1.27% 24
2023
Q1 		$1.97M Buy
29,612
+2,592
+10% +$147K 1.22% 30
2022
Q4 		$1.32M Sell
27,020
-1,918
-7% -$100K 0.89% 43
2022
Q3 		$1.42M Buy
28,938
+498
+2% +$27K 1.05% 34
2022
Q2 		$1.61M Buy
28,440
+165
+0.6% +$9.8K 1.14% 28
2022
Q1 		$1.93M Buy
28,275
+1,520
+6% +$94.5K 1.19% 27
2021
Q4 		$1.92M Buy
+26,755
New +$1.76M 1.12% 29

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

Lindenwold Advisors's FTNT Position: Q1 2024 in Review

Lindenwold Advisors sold out of Fortinet (FTNT) in Q1 2024, closing a stake of 13,953 shares — an estimated $817K sold.

Lindenwold Advisors first reported a position in FTNT in Q4 2021 and held it in 9 quarters. The position peaked at $2.07M in Q2 2023. 1,110 funds tracked by Wall St. Rank hold FTNT as of Q1 2024.

  • Lindenwold Advisors reported no remaining Fortinet position as of Q1 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 13,953 Fortinet shares in Q1 2024, an estimated $817K.
  • Lindenwold Advisors first reported a position in Fortinet in Q4 2021 and held it in 9 quarters.
  • Lindenwold Advisors's Fortinet position peaked at $2.07M in Q2 2023.
  • 1,110 funds tracked by Wall St. Rank held Fortinet as of Q1 2024.

Based on Lindenwold Advisors's 13F filing for Q1 2024, filed 9 May 2024.