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Whalen Wealth Management’s Fortinet FTNT Stock Holding History

Whalen Wealth 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
-3,370
Closed -$230K – 117
2024
Q1 		$230K Sell
3,370
-374
-10% -$24.9K 0.17% 99
2023
Q4 		$219K Buy
+3,744
New +$207K 0.2% 99

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

Whalen Wealth Management's FTNT Position: Q2 2024 in Review

Whalen Wealth Management sold out of Fortinet (FTNT) in Q2 2024, closing a stake of 3,370 shares — an estimated $230K sold.

Whalen Wealth Management first reported a position in FTNT in Q4 2023 and held it in 2 quarters. The position peaked at $230K in Q1 2024. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • Whalen Wealth Management reported no remaining Fortinet position as of Q2 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 3,370 Fortinet shares in Q2 2024, an estimated $230K.
  • Whalen Wealth Management first reported a position in Fortinet in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's Fortinet position peaked at $230K in Q1 2024.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Whalen Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.