Summit Wealth Group’s Fortinet FTNT Stock Holding History

Summit Wealth 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 Q2	–	Sell	-115,640	Closed	-$2K	–	147
2023 Q1	$2K	Buy	+115,640	New	+$6.57M	0.05%	86

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Summit Wealth Group's FTNT Position: Q2 2023 in Review

Summit Wealth Group sold out of Fortinet (FTNT) in Q2 2023, closing a stake of 115,640 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in FTNT in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 1,102 funds tracked by Wall St. Rank hold FTNT as of Q2 2023.

Summit Wealth Group reported no remaining Fortinet position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 115,640 Fortinet shares in Q2 2023, an estimated $2K.
Summit Wealth Group first reported a position in Fortinet in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Fortinet position peaked at $2K in Q1 2023.
1,102 funds tracked by Wall St. Rank held Fortinet as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.