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Tilia Fiduciary Partners’s Fortinet FTNT Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-1,105
Closed -$83.5K – 231
2023
Q2 		$83.5K Hold
1,105
– – 0.07% 151
2023
Q1 		$73.4K Hold
1,105
– – 0.07% 171
2022
Q4 		$54K Hold
1,105
– – 0.05% 193
2022
Q3 		$54K Hold
1,105
– – 0.05% 189
2022
Q2 		$66K Hold
1,105
– – 0.06% 177
2022
Q1 		$76K Hold
1,105
– – 0.06% 178
2021
Q4 		$79K Buy
+1,105
New +$72.7K 0.06% 176

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tilia Fiduciary Partners's FTNT Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 1,105 shares — an estimated $83.5K sold.

Tilia Fiduciary Partners first reported a position in FTNT in Q4 2021 and held it in 7 quarters. The position peaked at $83.5K in Q2 2023. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,105 Fortinet shares in Q3 2023, an estimated $83.5K.
  • Tilia Fiduciary Partners first reported a position in Fortinet in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Fortinet position peaked at $83.5K in Q2 2023.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.