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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 – 1333
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 – 799
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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avior Wealth Management's FTV Position: Q1 2025 in Review

Avior Wealth Management sold out of Fortive (FTV) in Q1 2025, closing a stake of 425 shares — an estimated $24K sold.

Avior Wealth Management first reported a position in FTV in Q3 2016 and held it in 16 quarters. The position peaked at $289K in Q3 2016. 846 funds tracked by Wall St. Rank hold FTV as of Q1 2025.

  • Avior Wealth Management reported no remaining Fortive position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 425 Fortive shares in Q1 2025, an estimated $24K.
  • Avior Wealth Management first reported a position in Fortive in Q3 2016 and held it in 16 quarters.
  • Avior Wealth Management's Fortive position peaked at $289K in Q3 2016.
  • 846 funds tracked by Wall St. Rank held Fortive as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.