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Planning Capital Management Corporation’s Fortinet FTNT Stock Holding History

Planning Capital Management Corporation’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
Q3 		$15.5K Sell
200
-290
-59% -$19.8K 0.01% 358
2024
Q2 		$29.5K Hold
490
– – 0.02% 236
2024
Q1 		$33.5K Sell
490
-1
-0.2% -$67 0.02% 227
2023
Q4 		$28.7K Buy
+491
New +$27.1K 0.02% 242

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Planning Capital Management Corporation's FTNT Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Fortinet (FTNT) stake by 59% in Q3 2024, selling an estimated $19.8K and leaving 200 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #358.

Planning Capital Management Corporation first reported a position in FTNT in Q4 2023 and has held it in 4 quarters since. The position peaked at $33.5K in Q1 2024. 1,123 funds tracked by Wall St. Rank hold FTNT as of Q3 2024.

  • Planning Capital Management Corporation held 200 shares of Fortinet worth $15.5K as of Q3 2024.
  • Planning Capital Management Corporation sold 290 Fortinet shares in Q3 2024, an estimated $19.8K.
  • Fortinet made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #358 holding.
  • Planning Capital Management Corporation first reported a position in Fortinet in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Fortinet position peaked at $33.5K in Q1 2024.
  • 1,123 funds tracked by Wall St. Rank held Fortinet as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.