Westshore Wealth’s Fortinet FTNT Stock Holding History

Westshore Wealth’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	-3,500	Closed	-$265K	–	98
2023 Q2	$265K	Buy	+3,500	New	+$238K	0.13%	81

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westshore Wealth's FTNT Position: Q3 2023 in Review

Westshore Wealth sold out of Fortinet (FTNT) in Q3 2023, closing a stake of 3,500 shares — an estimated $265K sold.

Westshore Wealth first reported a position in FTNT in Q2 2023 and held it in 1 quarter. The position peaked at $265K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

Westshore Wealth reported no remaining Fortinet position as of Q3 2023 after selling out during the quarter.
Westshore Wealth sold 3,500 Fortinet shares in Q3 2023, an estimated $265K.
Westshore Wealth first reported a position in Fortinet in Q2 2023 and held it in 1 quarter.
Westshore Wealth's Fortinet position peaked at $265K in Q2 2023.
1,068 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

Based on Westshore Wealth's 13F filing for Q3 2023, filed 15 Feb 2024.