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Wilbanks Smith & Thomas Asset Management’s Fortinet FTNT Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$217K Buy
+3,177
New +$211K 0.01% 496
2023
Q3 		– Sell
-2,902
Closed -$219K – 506
2023
Q2 		$219K Buy
+2,902
New +$197K 0.01% 478
2022
Q1 		– Sell
-3,115
Closed -$224K – 518
2021
Q4 		$224K Buy
+3,115
New +$205K 0.01% 472

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FTNT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in Fortinet (FTNT) in Q1 2024: 3,177 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Wilbanks Smith & Thomas Asset Management previously reported a position in FTNT as recently as Q2 2023.

Wilbanks Smith & Thomas Asset Management first reported a position in FTNT in Q4 2021 and has held it in 3 quarters since. The position peaked at $224K in Q4 2021. 1,110 funds tracked by Wall St. Rank hold FTNT as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 3,177 shares of Fortinet worth $217K as of Q1 2024.
  • Fortinet was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
  • Fortinet made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #496 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Fortinet in Q4 2021 and has held it in 3 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Fortinet position peaked at $224K in Q4 2021.
  • 1,110 funds tracked by Wall St. Rank held Fortinet as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.