SWA
FTNT icon

Sutton Wealth Advisors’s Fortinet FTNT Stock Holding History

Sutton Wealth Advisors’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 		$13.4K Buy
228
+28
+14% +$1.85K 0.01% 424
2023
Q2 		$15.1K Hold
200
– – 0.01% 390
2023
Q1 		$13.3K Sell
200
-1,351
-87% -$76.8K 0.01% 365
2022
Q4 		$75.8K Sell
1,551
-43
-3% -$2.24K 0.03% 295
2022
Q3 		$78.3K Sell
1,594
-55
-3% -$2.98K 0.03% 285
2022
Q2 		$93.3K Buy
1,649
+114
+7% +$6.77K 0.04% 250
2022
Q1 		$105K Buy
1,535
+50
+3% +$3.11K 0.04% 242
2021
Q4 		$107K Buy
1,485
+25
+2% +$1.65K 0.04% 250
2021
Q3 		$85.3K Buy
1,460
+5
+0.3% +$290 0.03% 269
2021
Q2 		$69.3K Hold
1,455
– – 0.03% 323
2021
Q1 		$53.7K Buy
1,455
+45
+3% +$1.47K 0.02% 379
2020
Q4 		$41.9K Buy
1,410
+20
+1% +$506 0.02% 410
2020
Q3 		$32.8K Hold
1,390
– – 0.02% 411
2020
Q2 		$38.2K Buy
1,390
+30
+2% +$753 0.02% 361
2020
Q1 		$27.5K Sell
1,360
-50
-4% -$1.07K 0.02% 390
2019
Q4 		$30.1K Buy
1,410
+65
+5% +$1.22K 0.02% 453
2019
Q3 		$20.6K Hold
1,345
– – 0.01% 573
2019
Q2 		$20.7K Hold
1,345
– – 0.01% 568
2019
Q1 		$22.6K Hold
1,345
– – 0.01% 532
2018
Q4 		$18.9K Hold
1,345
– – 0.01% 540
2018
Q3 		$24.8K Hold
1,345
– – 0.02% 512
2018
Q2 		$16.8K Hold
1,345
– – 0.01% 657
2018
Q1 		$14.4K Hold
1,345
– – 0.01% 687
2017
Q4 		$11.8K Hold
1,345
– – 0.01% 729
2017
Q3 		$9.64K Hold
1,345
– – 0.01% 775
2017
Q2 		$10.1K Buy
+1,345
New +$10.4K 0.01% 749

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

Sutton Wealth Advisors's FTNT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Fortinet (FTNT) stake by 14% in Q3 2023, buying an estimated $1.85K and bringing the position to 228 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #424.

Sutton Wealth Advisors first reported a position in FTNT in Q2 2017 and has held it in 26 quarters since. The position peaked at $107K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Sutton Wealth Advisors held 228 shares of Fortinet worth $13.4K as of Q3 2023.
  • Sutton Wealth Advisors bought 28 Fortinet shares in Q3 2023, an estimated $1.85K.
  • Fortinet made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #424 holding.
  • Sutton Wealth Advisors first reported a position in Fortinet in Q2 2017 and has held it in 26 quarters since.
  • Sutton Wealth Advisors's Fortinet position peaked at $107K in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.