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Fortinet shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Fortinet (FTNT) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Fortinet

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All positions including Fortinet held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortinet by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.7k 50 94.48
2024-09-30 $1.2k 15 77.53
2024-06-30 $904 15 60.27
2024-03-31 $1.0k 15 68.33
2022-12-31 $8.4k 171 48.89
2021-12-31 $1.0k 4 250.00

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Fortinet

Vanguard Group
BlackRock
State Street Corporation
Bank of New York Mellon
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Fundsmith
Invesco
Norges Bank Investment Management
Arrowstreet Capital, Limited Partnership
Nordea Investment Management Ab
T. Rowe Price Investment Management
Amundi
FMR

View all funds holding Fortinet