AWM
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Avior Wealth Management’s Fortive FTV Stock Holding History

Avior 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
2025
Q1 		– Sell
-425
Closed -$24K – 1335
2024
Q4 		$24K Buy
425
+198
+87% +$11.4K ﹤0.01% 1370
2024
Q3 		$13.5K Sell
227
-732
-76% -$40.3K ﹤0.01% 1461
2024
Q2 		$53.6K Buy
959
+38
+4% +$2.21K ﹤0.01% 1065
2024
Q1 		$59.7K Buy
921
+847
+1,145% +$51.4K ﹤0.01% 1170
2023
Q4 		$4.12K Hold
74
– – ﹤0.01% 1196
2023
Q3 		$4.15K Hold
74
– – ﹤0.01% 1247
2023
Q2 		$4.19K Sell
74
-83
-53% -$4.19K ﹤0.01% 1227
2023
Q1 		$8.04K Buy
157
+83
+112% +$4.18K ﹤0.01% 1092
2022
Q4 		$3.6K Hold
74
– – ﹤0.01% 994
2022
Q3 		$3K Buy
+74
New +$3.46K ﹤0.01% 981
2018
Q1 		– Sell
-16
Closed -$1K – 801
2017
Q4 		$1K Hold
16
– – ﹤0.01% 737
2017
Q3 		$1K Hold
16
– – ﹤0.01% 478
2017
Q2 		$1K Sell
16
-3,672
-100% -$145K ﹤0.01% 430
2017
Q1 		$140K Sell
3,688
-1,440
-28% -$51.6K 0.05% 160
2016
Q4 		$174K Sell
5,128
-3,885
-43% -$129K 0.07% 143
2016
Q3 		$289K Buy
+9,013
New +$289K 0.11% 119

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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return