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BDO Wealth Advisors’s Fortive FTV Stock Holding History

BDO 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
2023
Q2 		$107K Hold
1,906
– – 0.01% 334
2023
Q1 		$97.9K Buy
1,906
+266
+16% +$13.4K 0.01% 329
2022
Q4 		$79.4K Hold
1,640
– – 0.01% 360
2022
Q3 		$72K Hold
1,640
– – 0.01% 364
2022
Q2 		$67K Sell
1,640
-49
-3% -$2.17K 0.01% 375
2022
Q1 		$78K Hold
1,689
– – 0.01% 365
2021
Q4 		$97K Hold
1,689
– – 0.01% 355
2021
Q3 		$90K Hold
1,689
– – 0.01% 366
2021
Q2 		$89K Sell
1,689
-44
-3% -$2.37K 0.01% 384
2021
Q1 		$92K Hold
1,733
– – 0.01% 367
2020
Q4 		$92K Sell
1,733
-338
-16% -$17.4K 0.01% 297
2020
Q3 		$100K Sell
2,071
-197
-9% -$8.98K 0.02% 269
2020
Q2 		$97K Hold
2,268
– – 0.02% 272
2020
Q1 		$79K Buy
2,268
+127
+6% +$5.55K 0.02% 297
2019
Q4 		$103K Sell
2,141
-39
-2% -$1.76K 0.03% 246
2019
Q3 		$94K Hold
2,180
– – 0.02% 261
2019
Q2 		$112K Sell
2,180
-134
-6% -$6.96K 0.03% 236
2019
Q1 		$122K Sell
2,314
-39
-2% -$1.9K 0.04% 212
2018
Q4 		$100K Sell
2,353
-197
-8% -$9.25K 0.03% 202
2018
Q3 		$135K Hold
2,550
– – 0.04% 187
2018
Q2 		$124K Hold
2,550
– – 0.04% 200
2018
Q1 		$125K Sell
2,550
-314
-11% -$14.9K 0.05% 163
2017
Q4 		$131K Sell
2,864
-392
-12% -$17.9K 0.06% 136
2017
Q3 		$145K Buy
3,256
+54
+2% +$2.25K 0.07% 119
2017
Q2 		$128K Buy
+3,202
New +$126K 0.06% 149

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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's FTV Position: Q2 2023 in Review

BDO Wealth Advisors held its Fortive (FTV) position steady in Q2 2023 at 1,906 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #334.

BDO Wealth Advisors first reported a position in FTV in Q2 2017 and has held it in 25 quarters since. The position peaked at $145K in Q3 2017. 758 funds tracked by Wall St. Rank hold FTV as of Q2 2023.

  • BDO Wealth Advisors held 1,906 shares of Fortive worth $107K as of Q2 2023.
  • BDO Wealth Advisors left its Fortive share count unchanged in Q2 2023.
  • Fortive made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #334 holding.
  • BDO Wealth Advisors first reported a position in Fortive in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Fortive position peaked at $145K in Q3 2017.
  • 758 funds tracked by Wall St. Rank held Fortive as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.