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Resurgent Financial Advisors’s Fortinet FTNT Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-375
Closed -$21.9K – 291
2023
Q4 		$21.9K Sell
375
-8
-2% -$442 0.01% 473
2023
Q3 		$22.5K Sell
383
-3
-0.8% -$199 0.02% 461
2023
Q2 		$29.2K Hold
386
– – 0.02% 431
2023
Q1 		$25.7K Sell
386
-251
-39% -$14.3K 0.02% 441
2022
Q4 		$31.1K Buy
+637
New +$33.2K 0.02% 524

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Resurgent Financial Advisors's FTNT Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Fortinet (FTNT) in Q1 2024, closing a stake of 375 shares — an estimated $21.9K sold.

Resurgent Financial Advisors first reported a position in FTNT in Q4 2022 and held it in 5 quarters. The position peaked at $31.1K in Q4 2022. 1,111 funds tracked by Wall St. Rank hold FTNT as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Fortinet position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 375 Fortinet shares in Q1 2024, an estimated $21.9K.
  • Resurgent Financial Advisors first reported a position in Fortinet in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Fortinet position peaked at $31.1K in Q4 2022.
  • 1,111 funds tracked by Wall St. Rank held Fortinet as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.