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Waverton Investment Management’s Fortinet FTNT Stock Holding History

Waverton Investment 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
2024
Q2 		– Sell
-4,500
Closed -$307K – 97
2024
Q1 		$307K Hold
4,500
– – 0.01% 87
2023
Q4 		$263K Buy
+4,500
New +$249K 0.01% 91

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
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 $416B 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

Waverton Investment Management's FTNT Position: Q2 2024 in Review

Waverton Investment Management sold out of Fortinet (FTNT) in Q2 2024, closing a stake of 4,500 shares — an estimated $307K sold.

Waverton Investment Management first reported a position in FTNT in Q4 2023 and held it in 2 quarters. The position peaked at $307K in Q1 2024. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • Waverton Investment Management reported no remaining Fortinet position as of Q2 2024 after selling out during the quarter.
  • Waverton Investment Management sold 4,500 Fortinet shares in Q2 2024, an estimated $307K.
  • Waverton Investment Management first reported a position in Fortinet in Q4 2023 and held it in 2 quarters.
  • Waverton Investment Management's Fortinet position peaked at $307K in Q1 2024.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Waverton Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.