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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return