TWA
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TCI Wealth Advisors’s Fortinet FTNT Stock Holding History

TCI 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
Q2 		– Sell
-613
Closed -$40.7K – 970
2023
Q1 		$40.7K Buy
613
+5
+0.8% +$284 0.01% 478
2022
Q4 		$29.7K Sell
608
-69
-10% -$3.6K ﹤0.01% 546
2022
Q3 		$33K Sell
677
-38
-5% -$2.06K 0.01% 487
2022
Q2 		$40K Buy
715
+5
+0.7% +$297 0.01% 430
2022
Q1 		$48K Sell
710
-5
-0.7% -$311 0.01% 418
2021
Q4 		$51K Hold
715
– – 0.01% 411
2021
Q3 		$42K Buy
715
+10
+1% +$579 0.01% 472
2021
Q2 		$34K Buy
705
+175
+33% +$7.47K 0.01% 482
2021
Q1 		$20K Buy
530
+465
+715% +$15.2K 0.01% 571
2020
Q4 		$2K Hold
65
– – ﹤0.01% 1208
2020
Q3 		$2K Sell
65
-2,445
-97% -$63.1K ﹤0.01% 1106
2020
Q2 		$69K Buy
2,510
+65
+3% +$1.63K 0.03% 262
2020
Q1 		$49K Hold
2,445
– – 0.02% 311
2019
Q4 		$52K Buy
+2,445
New +$46K 0.02% 375
2019
Q1 		– Sell
-25
Closed – – 1446
2018
Q4 		$0 Sell
25
-100
-80% -$1.52K ﹤0.01% 1509
2018
Q3 		$2K Sell
125
-250
-67% -$3.82K ﹤0.01% 1033
2018
Q2 		$5K Buy
+375
New +$4.44K ﹤0.01% 770
2016
Q4 		– Sell
-270
Closed -$2K – 1392
2016
Q3 		$2K Buy
+270
New +$1.89K ﹤0.01% 967

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $431B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return