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WR Wealth Planners’s Fortinet FTNT Stock Holding History

WR Wealth Planners’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
Q4 		$20.9K Buy
221
+7
+3% +$623 0.01% 453
2024
Q3 		$16.6K Buy
214
+5
+2% +$342 ﹤0.01% 541
2024
Q2 		$12.6K Buy
209
+146
+232% +$9.08K ﹤0.01% 549
2024
Q1 		$4.3K Buy
+63
New +$4.19K ﹤0.01% 749
2023
Q4 		– Sell
-315
Closed -$18.5K – 434
2023
Q3 		$18.5K Buy
315
+40
+15% +$2.65K 0.01% 443
2023
Q2 		$20.8K Buy
+275
New +$18.7K 0.01% 423

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's FTNT Position: Q4 2024 in Review

WR Wealth Planners increased its Fortinet (FTNT) stake by 3.3% in Q4 2024, buying an estimated $623 and bringing the position to 221 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #453.

WR Wealth Planners first reported a position in FTNT in Q2 2023 and has held it in 6 quarters since. 1,293 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • WR Wealth Planners held 221 shares of Fortinet worth $20.9K as of Q4 2024.
  • WR Wealth Planners bought 7 Fortinet shares in Q4 2024, an estimated $623.
  • Fortinet made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #453 holding.
  • WR Wealth Planners first reported a position in Fortinet in Q2 2023 and has held it in 6 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.