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Beaumont Financial Advisors’s Fortive FTV Stock Holding History

Beaumont Financial 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
2020
Q2 		– Sell
-114,702
Closed -$3.99M – 282
2020
Q1 		$3.99M Sell
114,702
-2,094
-2% -$91.5K 0.5% 45
2019
Q4 		$5.63M Sell
116,796
-587
-0.5% -$26.5K 0.55% 52
2019
Q3 		$5.08M Buy
117,383
+2,651
+2% +$122K 0.51% 54
2019
Q2 		$5.9M Buy
114,732
+2,041
+2% +$106K 0.61% 47
2019
Q1 		$5.96M Sell
112,691
-480
-0.4% -$23.4K 0.64% 46
2018
Q4 		$4.83M Sell
113,171
-584
-0.5% -$27.4K 0.79% 33
2018
Q3 		$6.04M Sell
113,755
-1,311
-1% -$67.2K 0.6% 45
2018
Q2 		$5.59M Sell
115,066
-3,735
-3% -$178K 0.59% 46
2018
Q1 		$5.81M Buy
118,801
+525
+0.4% +$25K 0.65% 45
2017
Q4 		$5.4M Sell
118,276
-950
-0.8% -$43.5K 0.63% 44
2017
Q3 		$5.32M Sell
119,226
-523
-0.4% -$21.8K 0.66% 43
2017
Q2 		$4.78M Sell
119,749
-1,442
-1% -$56.8K 0.62% 47
2017
Q1 		$4.6M Sell
121,191
-3,835
-3% -$138K 0.63% 51
2016
Q4 		$4.23M Sell
125,026
-4,246
-3% -$140K 0.64% 46
2016
Q3 		$4.15M Buy
+129,272
New +$4.15M 0.66% 58

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return