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Steward Financial Group’s Fortinet FTNT Stock Holding History

Steward Financial 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 		$0 Buy
+12
New +$794 ﹤0.01% 1397
2023
Q2 		– Sell
-92
Closed -$6K – 670
2023
Q1 		$6K Buy
+92
New +$5.23K ﹤0.01% 277

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's FTNT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Fortinet (FTNT) in Q3 2023: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FTNT as recently as Q1 2023.

Steward Financial Group first reported a position in FTNT in Q1 2023 and has held it in 2 quarters since. The position peaked at $6K in Q1 2023. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Steward Financial Group held 12 shares of Fortinet worth $0 as of Q3 2023.
  • Fortinet was a new Steward Financial Group position in Q3 2023.
  • Fortinet made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1397 holding.
  • Steward Financial Group first reported a position in Fortinet in Q1 2023 and has held it in 2 quarters since.
  • Steward Financial Group's Fortinet position peaked at $6K in Q1 2023.
  • 1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.