Simplicity Wealth’s Fortinet FTNT Stock Holding History

Simplicity Wealth’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	-8,260	Closed	-$498K	–	754
2024 Q2	$498K	Buy	8,260 +174	+2%	+$10.8K	0.01%	764
2024 Q1	$552K	Buy	+8,086	New	+$538K	0.01%	696

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Simplicity Wealth's FTNT Position: Q3 2024 in Review

Simplicity Wealth sold out of Fortinet (FTNT) in Q3 2024, closing a stake of 8,260 shares — an estimated $498K sold.

Simplicity Wealth first reported a position in FTNT in Q1 2024 and held it in 2 quarters. The position peaked at $552K in Q1 2024. 1,122 funds tracked by Wall St. Rank hold FTNT as of Q3 2024.

Simplicity Wealth reported no remaining Fortinet position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 8,260 Fortinet shares in Q3 2024, an estimated $498K.
Simplicity Wealth first reported a position in Fortinet in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Fortinet position peaked at $552K in Q1 2024.
1,122 funds tracked by Wall St. Rank held Fortinet as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.