Beaird Harris Wealth Management’s Fortive FTV Stock Holding History

Beaird Harris 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
2024 Q3	–	Sell	-31	Closed	-$1.71K	–	595
2024 Q2	$1.71K	Sell	31 -2	-6%	-$116	﹤0.01%	553
2024 Q1	$2.15K	Sell	33 -3	-8%	-$182	﹤0.01%	459
2023 Q4	$1.99K	Sell	36 -8	-18%	-$422	﹤0.01%	462
2023 Q3	$2.45K	Sell	44 -16	-27%	-$920	﹤0.01%	347
2023 Q2	$3.37K	Sell	60 -6	-9%	-$303	﹤0.01%	344
2023 Q1	$3.41K	Sell	66 -61	-48%	-$3.07K	﹤0.01%	342
2022 Q4	$6.17K	Buy	127 +61	+92%	+$2.96K	﹤0.01%	382
2022 Q3	$3K	Buy	+66	New	+$3.08K	﹤0.01%	375
2022 Q2	–	Sell	-130	Closed	-$6K	–	484
2022 Q1	$6K	Buy	130 +64	+97%	+$3.17K	﹤0.01%	403
2021 Q4	$4K	Buy	+66	New	+$3.73K	﹤0.01%	493

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 $3.38T AUM 44.17% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Beaird Harris Wealth Management's FTV Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Fortive (FTV) in Q3 2024, closing a stake of 31 shares — an estimated $1.71K sold.

Beaird Harris Wealth Management first reported a position in FTV in Q4 2021 and held it in 10 quarters. The position peaked at $6.17K in Q4 2022. 847 funds tracked by Wall St. Rank hold FTV as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Fortive position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 31 Fortive shares in Q3 2024, an estimated $1.71K.
Beaird Harris Wealth Management first reported a position in Fortive in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Fortive position peaked at $6.17K in Q4 2022.
847 funds tracked by Wall St. Rank held Fortive as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.