Synergy Asset Management’s Fortinet FTNT Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-2,834	Closed	-$269K	–	344
2024 Q4	$269K	Buy	+2,834	New	+$252K	0.02%	179

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Synergy Asset Management's FTNT Position: Q1 2025 in Review

Synergy Asset Management sold out of Fortinet (FTNT) in Q1 2025, closing a stake of 2,834 shares — an estimated $269K sold.

Synergy Asset Management first reported a position in FTNT in Q4 2024 and held it in 1 quarter. The position peaked at $269K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

Synergy Asset Management reported no remaining Fortinet position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 2,834 Fortinet shares in Q1 2025, an estimated $269K.
Synergy Asset Management first reported a position in Fortinet in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Fortinet position peaked at $269K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.