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	–	605
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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management

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

Janus Henderson Group

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