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Accurate Wealth Management’s Fortive FTV Stock Holding History

Accurate 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
2023
Q1 		– Sell
-299
Closed -$14.9K – 686
2022
Q4 		$14.9K Buy
+299
New +$14.5K 0.01% 764

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Accurate Wealth Management's FTV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Fortive (FTV) in Q1 2023, closing a stake of 299 shares — an estimated $14.9K sold.

Accurate Wealth Management first reported a position in FTV in Q4 2022 and held it in 1 quarter. The position peaked at $14.9K in Q4 2022. 773 funds tracked by Wall St. Rank hold FTV as of Q1 2023.

  • Accurate Wealth Management reported no remaining Fortive position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 299 Fortive shares in Q1 2023, an estimated $14.9K.
  • Accurate Wealth Management first reported a position in Fortive in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Fortive position peaked at $14.9K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held Fortive as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.