M Holdings Securities’s Fortinet FTNT Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-7,253	Closed	-$482K	–	299
2023 Q1	$482K	Buy	+7,253	New	+$412K	0.05%	268

Other funds holding FTNT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

M Holdings Securities's FTNT Position: Q3 2024 in Review

M Holdings Securities sold out of Fortinet (FTNT) in Q3 2024, closing a stake of 8,177 shares — an estimated $493K sold.

M Holdings Securities first reported a position in FTNT in Q1 2021 and held it in 6 quarters. The position peaked at $493K in Q2 2024. 1,124 funds tracked by Wall St. Rank hold FTNT as of Q3 2024.

M Holdings Securities reported no remaining Fortinet position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 8,177 Fortinet shares in Q3 2024, an estimated $493K.
M Holdings Securities first reported a position in Fortinet in Q1 2021 and held it in 6 quarters.
M Holdings Securities's Fortinet position peaked at $493K in Q2 2024.
1,124 funds tracked by Wall St. Rank held Fortinet as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.