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WealthPLAN Partners’s Fortinet FTNT Stock Holding History

WealthPLAN 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
-35
Closed -$2.65K – 597
2023
Q2 		$2.65K Hold
35
– – ﹤0.01% 1037
2023
Q1 		$2.33K Buy
+35
New +$1.99K ﹤0.01% 1111
2016
Q3 		$4.42K Hold
600
– – ﹤0.01% 743
2016
Q2 		$3.79K Buy
+600
New +$3.88K ﹤0.01% 2077
2015
Q4 		$3.74K Buy
+600
New +$4.31K ﹤0.01% 1398

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's FTNT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 35 shares — an estimated $2.65K sold.

WealthPLAN Partners first reported a position in FTNT in Q4 2015 and held it in 5 quarters. The position peaked at $4.42K in Q3 2016. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 35 Fortinet shares in Q3 2023, an estimated $2.65K.
  • WealthPLAN Partners first reported a position in Fortinet in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Fortinet position peaked at $4.42K in Q3 2016.
  • 1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.