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Polaris Wealth Advisory Group’s Fortinet FTNT Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		$5.45M Buy
92,945
+68,347
+278% +$4.52M 0.42% 76
2023
Q2 		$1.86M Buy
+24,598
New +$1.67M 0.14% 97

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polaris Wealth Advisory Group's FTNT Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Fortinet (FTNT) stake by 278% in Q3 2023, buying an estimated $4.52M and bringing the position to 92,945 shares worth $5.45M. The position accounts for 0.42% of the portfolio, ranked #76.

Polaris Wealth Advisory Group first reported a position in FTNT in Q2 2023 and has held it in 2 quarters since. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Polaris Wealth Advisory Group held 92,945 shares of Fortinet worth $5.45M as of Q3 2023.
  • Polaris Wealth Advisory Group bought 68,347 Fortinet shares in Q3 2023, an estimated $4.52M.
  • Fortinet made up 0.42% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #76 holding.
  • Polaris Wealth Advisory Group first reported a position in Fortinet in Q2 2023 and has held it in 2 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.