Able Wealth Management’s Fortive FTV Stock Holding History

Able Wealth Management’s Portfolio FTV Stock Details FTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-69	Closed	-$3.8K	–	264
2023 Q4	$3.8K	Buy	+69	New	+$3.64K	﹤0.01%	380

Other funds holding FTV

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Able Wealth Management's FTV Position: Q1 2024 in Review

Able Wealth Management sold out of Fortive (FTV) in Q1 2024, closing a stake of 69 shares — an estimated $3.8K sold.

Able Wealth Management first reported a position in FTV in Q4 2023 and held it in 1 quarter. The position peaked at $3.8K in Q4 2023. 869 funds tracked by Wall St. Rank hold FTV as of Q1 2024.

Able Wealth Management reported no remaining Fortive position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 69 Fortive shares in Q1 2024, an estimated $3.8K.
Able Wealth Management first reported a position in Fortive in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Fortive position peaked at $3.8K in Q4 2023.
869 funds tracked by Wall St. Rank held Fortive as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.