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Surevest’s Fortinet FTNT Stock Holding History

Surevest’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
2022
Q3 		$14K Hold
280
– – ﹤0.01% 263
2022
Q2 		$16K Hold
280
– – ﹤0.01% 277
2022
Q1 		$19K Hold
280
– – ﹤0.01% 247
2021
Q4 		$20K Buy
+280
New +$18.4K ﹤0.01% 249

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Surevest's FTNT Position: Q3 2022 in Review

Surevest held its Fortinet (FTNT) position steady in Q3 2022 at 280 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Surevest first reported a position in FTNT in Q4 2021 and has held it in 4 quarters since. The position peaked at $20K in Q4 2021. 890 funds tracked by Wall St. Rank hold FTNT as of Q3 2022.

  • Surevest held 280 shares of Fortinet worth $14K as of Q3 2022.
  • Surevest left its Fortinet share count unchanged in Q3 2022.
  • Fortinet made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #263 holding.
  • Surevest first reported a position in Fortinet in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Fortinet position peaked at $20K in Q4 2021.
  • 890 funds tracked by Wall St. Rank held Fortinet as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.