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McElhenny Sheffield Capital Management’s Fortinet FTNT Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-14
Closed -$684 – 280
2022
Q4 		$684 Buy
+14
New +$730 ﹤0.01% 607

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T. Rowe Price Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McElhenny Sheffield Capital Management's FTNT Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Fortinet (FTNT) in Q1 2023, closing a stake of 14 shares — an estimated $684 sold.

McElhenny Sheffield Capital Management first reported a position in FTNT in Q4 2022 and held it in 1 quarter. The position peaked at $684 in Q4 2022. 989 funds tracked by Wall St. Rank hold FTNT as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Fortinet position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 14 Fortinet shares in Q1 2023, an estimated $684.
  • McElhenny Sheffield Capital Management first reported a position in Fortinet in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Fortinet position peaked at $684 in Q4 2022.
  • 989 funds tracked by Wall St. Rank held Fortinet as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.