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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 – 323
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return