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Regal Investment Advisors’s Fortinet FTNT Stock Holding History

Regal Investment 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
2024
Q3 		– Sell
-20,690
Closed -$1.25M – 530
2024
Q2 		$1.25M Buy
20,690
+8,711
+73% +$542K 0.08% 225
2024
Q1 		$818K Buy
11,979
+292
+2% +$19.4K 0.06% 273
2023
Q4 		$684K Buy
+11,687
New +$646K 0.05% 279
2015
Q4 		– Sell
-260
Closed -$2K – 488
2015
Q3 		$2K Buy
+260
New +$2.3K ﹤0.01% 932
2013
Q4 		– Sell
-2,650
Closed -$11K – 870
2013
Q3 		$11K Hold
2,650
– – 0.01% 581
2013
Q2 		$9K Buy
+2,650
New +$9.88K 0.01% 606

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 $107B AUM 24.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Regal Investment Advisors's FTNT Position: Q3 2024 in Review

Regal Investment Advisors sold out of Fortinet (FTNT) in Q3 2024, closing a stake of 20,690 shares — an estimated $1.25M sold.

Regal Investment Advisors first reported a position in FTNT in Q2 2013 and held it in 6 quarters. The position peaked at $1.25M in Q2 2024. 1,122 funds tracked by Wall St. Rank hold FTNT as of Q3 2024.

  • Regal Investment Advisors reported no remaining Fortinet position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 20,690 Fortinet shares in Q3 2024, an estimated $1.25M.
  • Regal Investment Advisors first reported a position in Fortinet in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Fortinet position peaked at $1.25M in Q2 2024.
  • 1,122 funds tracked by Wall St. Rank held Fortinet as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.