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TFO Wealth Partners’s Fortinet FTNT Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$68 – 322
2024
Q1 		$68 Sell
1
-5
-83% -$333 ﹤0.01% 695
2023
Q4 		$351 Sell
6
-19
-76% -$1.05K ﹤0.01% 455
2023
Q3 		$1.89K Buy
25
+24
+2,400% +$1.59K ﹤0.01% 208
2023
Q2 		$76 Hold
1
– – ﹤0.01% 710
2023
Q1 		$66 Sell
1
-4
-80% -$227 ﹤0.01% 712
2022
Q4 		$153 Buy
+5
New +$261 ﹤0.01% 678
2022
Q3 		– Sell
-40
Closed -$2K – 268
2022
Q2 		$2K Buy
+40
New +$2.38K ﹤0.01% 313
2020
Q1 		– Sell
-1,125
Closed -$24K – 142
2019
Q4 		$24K Buy
+1,125
New +$21.2K 0.02% 88

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's FTNT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Fortinet (FTNT) in Q2 2024, closing a stake of 1 share — an estimated $68 sold.

TFO Wealth Partners first reported a position in FTNT in Q4 2019 and held it in 8 quarters. The position peaked at $24K in Q4 2019. 1,070 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Fortinet position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Fortinet share in Q2 2024, an estimated $68.
  • TFO Wealth Partners first reported a position in Fortinet in Q4 2019 and held it in 8 quarters.
  • TFO Wealth Partners's Fortinet position peaked at $24K in Q4 2019.
  • 1,070 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.