Baldwin Wealth Partners’s Fortive FTV Stock Holding History

Baldwin Wealth Partners’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	-634	Closed	-$37.7K	–	536
2024 Q3	$37.7K	Buy	634 +103	+19%	+$5.67K	﹤0.01%	600
2024 Q2	$29.6K	Hold	531	–	–	﹤0.01%	425
2024 Q1	$34.4K	Hold	531	–	–	﹤0.01%	417
2023 Q4	$29.5K	Sell	531 -265	-33%	-$14K	﹤0.01%	449
2023 Q3	$44.5K	Hold	796	–	–	﹤0.01%	413
2023 Q2	$44.9K	Hold	796	–	–	﹤0.01%	425
2023 Q1	$40.9K	Hold	796	–	–	﹤0.01%	438
2022 Q4	$38.5K	Buy	+796	New	+$38.6K	﹤0.01%	449
2022 Q1	–	Sell	-464	Closed	-$27K	–	674
2021 Q4	$27K	Hold	464	–	–	﹤0.01%	416
2021 Q3	$25K	Hold	464	–	–	﹤0.01%	427
2021 Q2	$24K	Hold	464	–	–	﹤0.01%	449
2021 Q1	$25K	Hold	464	–	–	﹤0.01%	432
2020 Q4	$25K	Sell	464 -91	-16%	-$4.68K	﹤0.01%	382
2020 Q3	$27K	Hold	555	–	–	﹤0.01%	357
2020 Q2	$24K	Hold	555	–	–	﹤0.01%	370
2020 Q1	$19K	Hold	555	–	–	﹤0.01%	381
2019 Q4	$27K	Hold	555	–	–	﹤0.01%	380
2019 Q3	$24K	Hold	555	–	–	﹤0.01%	385
2019 Q2	$29K	Hold	555	–	–	﹤0.01%	360
2019 Q1	$29K	Buy	+555	New	+$27K	﹤0.01%	360
2017 Q3	–	Sell	-227	Closed	-$9K	–	492
2017 Q2	$9K	Hold	227	–	–	﹤0.01%	428
2017 Q1	$9K	Buy	227 +68	+43%	+$2.44K	﹤0.01%	430
2016 Q4	$5K	Hold	159	–	–	﹤0.01%	470
2016 Q3	$5K	Buy	+159	New	+$5.1K	﹤0.01%	488

Other funds holding FTV

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Baldwin Wealth Partners's FTV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Fortive (FTV) in Q4 2024, closing a stake of 634 shares — an estimated $37.7K sold.

Baldwin Wealth Partners first reported a position in FTV in Q3 2016 and held it in 24 quarters. The position peaked at $44.9K in Q2 2023. 857 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

Baldwin Wealth Partners reported no remaining Fortive position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 634 Fortive shares in Q4 2024, an estimated $37.7K.
Baldwin Wealth Partners first reported a position in Fortive in Q3 2016 and held it in 24 quarters.
Baldwin Wealth Partners's Fortive position peaked at $44.9K in Q2 2023.
857 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.