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McClarren Financial Advisors’s Fortinet FTNT Stock Holding History

McClarren Financial 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
2023
Q2 		– Sell
-20
Closed -$1K – 387
2023
Q1 		$1K Hold
20
– – ﹤0.01% 303
2022
Q4 		$0 Hold
20
– – ﹤0.01% 388
2022
Q3 		$0 Buy
+20
New +$1.08K ﹤0.01% 317
2022
Q2 		– Sell
-20
Closed -$1K – 109
2022
Q1 		$1K Hold
20
– – ﹤0.01% 265
2021
Q4 		$2K Hold
20
– – ﹤0.01% 293
2021
Q3 		$1K Hold
20
– – ﹤0.01% 269
2021
Q2 		$0 Hold
20
– – ﹤0.01% 322
2021
Q1 		$1K Hold
20
– – ﹤0.01% 253
2020
Q4 		$0 Buy
+20
New +$506 ﹤0.01% 235

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's FTNT Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Fortinet (FTNT) in Q2 2023, closing a stake of 20 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in FTNT in Q4 2020 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 1,102 funds tracked by Wall St. Rank hold FTNT as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Fortinet position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 20 Fortinet shares in Q2 2023, an estimated $1K.
  • McClarren Financial Advisors first reported a position in Fortinet in Q4 2020 and held it in 9 quarters.
  • McClarren Financial Advisors's Fortinet position peaked at $2K in Q4 2021.
  • 1,102 funds tracked by Wall St. Rank held Fortinet as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.