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Van Hulzen Asset Management’s Fortinet FTNT Stock Holding History

Van Hulzen Asset Management’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
-301,408
Closed -$22.8M – 307
2023
Q2 		$22.8M Buy
301,408
+169,164
+128% +$11.5M 1.94% 11
2023
Q1 		$8.77M Buy
+132,244
New +$7.52M 0.82% 39

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

Van Hulzen Asset Management's FTNT Position: Q3 2023 in Review

Van Hulzen Asset Management sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 301,408 shares — an estimated $22.8M sold.

Van Hulzen Asset Management first reported a position in FTNT in Q1 2023 and held it in 2 quarters. The position peaked at $22.8M in Q2 2023. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • Van Hulzen Asset Management reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
  • Van Hulzen Asset Management sold 301,408 Fortinet shares in Q3 2023, an estimated $22.8M.
  • Van Hulzen Asset Management first reported a position in Fortinet in Q1 2023 and held it in 2 quarters.
  • Van Hulzen Asset Management's Fortinet position peaked at $22.8M in Q2 2023.
  • 1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Van Hulzen Asset Management's 13F filing for Q3 2023, filed 7 Nov 2023.