Texas Capital Bank Wealth Management Services’s Fortinet FTNT Stock Holding History

Texas Capital Bank Wealth Management Services’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	–	Sell	-3,155	Closed	-$238K	–	226
2023 Q2	$238K	Buy	3,155 +5	+0.2%	+$340	0.03%	187
2023 Q1	$209K	Buy	+3,150	New	+$179K	0.02%	173
2022 Q2	–	Sell	-3,150	Closed	-$215K	–	156
2022 Q1	$215K	Hold	3,150	–	–	0.02%	162
2021 Q4	$226K	Buy	+3,150	New	+$207K	0.02%	148

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

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

Texas Capital Bank Wealth Management Services's FTNT Position: Q3 2023 in Review

Texas Capital Bank Wealth Management Services sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 3,155 shares — an estimated $238K sold.

Texas Capital Bank Wealth Management Services first reported a position in FTNT in Q4 2021 and held it in 4 quarters. The position peaked at $238K in Q2 2023. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

Texas Capital Bank Wealth Management Services reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 3,155 Fortinet shares in Q3 2023, an estimated $238K.
Texas Capital Bank Wealth Management Services first reported a position in Fortinet in Q4 2021 and held it in 4 quarters.
Texas Capital Bank Wealth Management Services's Fortinet position peaked at $238K in Q2 2023.
1,069 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2023, filed 14 Nov 2023.