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VisionPoint Advisory Group’s Fortinet FTNT Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-23
Closed -$1.39K – 441
2024
Q2 		$1.39K Buy
23
+3
+15% +$187 ﹤0.01% 698
2024
Q1 		$1.37K Hold
20
– – ﹤0.01% 710
2023
Q4 		$1.17K Sell
20
-20
-50% -$1.1K ﹤0.01% 661
2023
Q3 		$2.35K Buy
40
+36
+900% +$2.38K ﹤0.01% 578
2023
Q2 		$302 Buy
+4
New +$272 ﹤0.01% 580

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VisionPoint Advisory Group's FTNT Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Fortinet (FTNT) in Q3 2024, closing a stake of 23 shares — an estimated $1.39K sold.

VisionPoint Advisory Group first reported a position in FTNT in Q2 2023 and held it in 5 quarters. The position peaked at $2.35K in Q3 2023. 1,122 funds tracked by Wall St. Rank hold FTNT as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Fortinet position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 23 Fortinet shares in Q3 2024, an estimated $1.39K.
  • VisionPoint Advisory Group first reported a position in Fortinet in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Fortinet position peaked at $2.35K in Q3 2023.
  • 1,122 funds tracked by Wall St. Rank held Fortinet as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.