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Avitas Wealth Management’s Fortive FTV Stock Holding History

Avitas 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
2019
Q1 		– Sell
-68,633
Closed -$2.93M – 166
2018
Q4 		$2.93M Buy
68,633
+195
+0.3% +$9.16K 0.96% 40
2018
Q3 		$3.63M Buy
68,438
+1,812
+3% +$92.9K 1.03% 28
2018
Q2 		$3.24M Buy
+66,626
New +$3.18M 1.01% 27

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Avitas Wealth Management's FTV Position: Q1 2019 in Review

Avitas Wealth Management sold out of Fortive (FTV) in Q1 2019, closing a stake of 68,633 shares — an estimated $2.93M sold.

Avitas Wealth Management first reported a position in FTV in Q2 2018 and held it in 3 quarters. The position peaked at $3.63M in Q3 2018. 817 funds tracked by Wall St. Rank hold FTV as of Q1 2019.

  • Avitas Wealth Management reported no remaining Fortive position as of Q1 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 68,633 Fortive shares in Q1 2019, an estimated $2.93M.
  • Avitas Wealth Management first reported a position in Fortive in Q2 2018 and held it in 3 quarters.
  • Avitas Wealth Management's Fortive position peaked at $3.63M in Q3 2018.
  • 817 funds tracked by Wall St. Rank held Fortive as of Q1 2019.

Based on Avitas Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.