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B. Riley Wealth Advisors’s Fortive FTV Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-4,045
Closed -$239K – 1194
2024
Q3 		$239K Buy
4,045
+73
+2% +$4.02K 0.01% 1064
2024
Q2 		$222K Sell
3,972
-842
-17% -$48.9K 0.01% 1178
2024
Q1 		$269K Buy
4,814
+739
+18% +$44.9K 0.01% 1097
2023
Q4 		$226K Sell
4,075
-739
-15% -$39K 0.01% 1195
2023
Q3 		$269K Sell
4,814
-217
-4% -$12.5K 0.01% 1097
2023
Q2 		$284K Buy
5,031
+116
+2% +$5.86K 0.01% 1153
2023
Q1 		$253K Sell
4,915
-506
-9% -$25.5K 0.01% 1157
2022
Q4 		$262K Buy
+5,421
New +$263K 0.01% 1106
2022
Q1 		– Sell
-14,478
Closed -$833K – 1433
2021
Q4 		$833K Sell
14,478
-467
-3% -$26.4K 0.02% 589
2021
Q3 		$795K Buy
14,945
+7,412
+98% +$406K 0.03% 596
2021
Q2 		$397K Buy
7,533
+1,382
+22% +$74.5K 0.01% 888
2021
Q1 		$328K Sell
6,151
-4,976
-45% -$257K 0.01% 949
2020
Q4 		$594K Sell
11,127
-3,100
-22% -$159K 0.03% 481
2020
Q3 		$676K Buy
14,227
+972
+7% +$44.3K 0.04% 425
2020
Q2 		$566K Sell
13,255
-4,935
-27% -$193K 0.04% 412
2020
Q1 		$633K Buy
18,190
+1,026
+6% +$44.8K 0.05% 331
2019
Q4 		$827K Buy
17,164
+9,563
+126% +$432K 0.07% 272
2019
Q3 		$329K Buy
+7,601
New +$350K 0.03% 556

Other funds holding FTV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

B. Riley Wealth Advisors's FTV Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Fortive (FTV) in Q4 2024, closing a stake of 4,045 shares — an estimated $239K sold.

B. Riley Wealth Advisors first reported a position in FTV in Q3 2019 and held it in 18 quarters. The position peaked at $833K in Q4 2021. 857 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Fortive position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,045 Fortive shares in Q4 2024, an estimated $239K.
  • B. Riley Wealth Advisors first reported a position in Fortive in Q3 2019 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Fortive position peaked at $833K in Q4 2021.
  • 857 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.