AE Wealth Management’s Fortive FTV Stock Holding History

AE 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	-5,446	Closed	-$304K	–	1456
2023 Q4	$304K	Sell	5,446 -25,428	-82%	-$1.34M	﹤0.01%	1692
2023 Q3	$1.73M	Buy	30,874 +27,123	+723%	+$1.56M	0.01%	906
2023 Q2	$211K	Sell	3,751 -168	-4%	-$8.48K	﹤0.01%	1724
2023 Q1	$201K	Buy	+3,919	New	+$197K	﹤0.01%	1739
2021 Q4	–	Sell	-19,224	Closed	-$1.02M	–	1723
2021 Q3	$1.02M	Buy	+19,224	New	+$1.05M	0.01%	861
2019 Q4	–	Sell	-5,709	Closed	-$247K	–	1148
2019 Q3	$247K	Buy	+5,709	New	+$263K	0.01%	854

Other funds holding FTV

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 $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return