Scholtz & Company’s Fortinet FTNT Stock Holding History

Scholtz & Company’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 Q4	–	Sell	-36,441	Closed	-$2.14M	–	70
2023 Q3	$2.14M	Buy	36,441 +474	+1%	+$31.4K	1.41%	28
2023 Q2	$2.72M	Buy	+35,967	New	+$2.45M	1.7%	23

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Scholtz & Company's FTNT Position: Q4 2023 in Review

Scholtz & Company sold out of Fortinet (FTNT) in Q4 2023, closing a stake of 36,441 shares — an estimated $2.14M sold.

Scholtz & Company first reported a position in FTNT in Q2 2023 and held it in 2 quarters. The position peaked at $2.72M in Q2 2023. 1,063 funds tracked by Wall St. Rank hold FTNT as of Q4 2023.

Scholtz & Company reported no remaining Fortinet position as of Q4 2023 after selling out during the quarter.
Scholtz & Company sold 36,441 Fortinet shares in Q4 2023, an estimated $2.14M.
Scholtz & Company first reported a position in Fortinet in Q2 2023 and held it in 2 quarters.
Scholtz & Company's Fortinet position peaked at $2.72M in Q2 2023.
1,063 funds tracked by Wall St. Rank held Fortinet as of Q4 2023.

Based on Scholtz & Company's 13F filing for Q4 2023, filed 13 Feb 2024.