Bedel Financial Consulting’s Fortive FTV Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-3,245	Closed	-$210K	–	254
2024 Q1	$210K	Buy	+3,245	New	+$197K	0.03%	237
2022 Q2	–	Sell	-3,267	Closed	-$150K	–	439
2022 Q1	$150K	Sell	3,267 -12	-0.4%	-$593	0.05%	220
2021 Q4	$189K	Buy	3,279 +12	+0.4%	+$678	0.06%	194
2021 Q3	$174K	Hold	3,267	–	–	0.06%	198
2021 Q2	$172K	Hold	3,267	–	–	0.06%	193
2021 Q1	$174K	Hold	3,267	–	–	0.07%	184
2020 Q4	$174K	Sell	3,267 -637	-16%	-$32.8K	0.08%	163
2020 Q3	$188K	Hold	3,904	–	–	0.09%	147
2020 Q2	$167K	Hold	3,904	–	–	0.09%	145
2020 Q1	$136K	Hold	3,904	–	–	0.09%	155
2019 Q4	$188K	Hold	3,904	–	–	0.11%	148
2019 Q3	$169K	Hold	3,904	–	–	0.1%	155
2019 Q2	$201K	Sell	3,904 -11	-0.3%	-$571	0.12%	135
2019 Q1	$207K	Buy	3,915 +11	+0.3%	+$536	0.13%	127
2018 Q4	$167K	Hold	3,904	–	–	0.12%	138
2018 Q3	$196K	Sell	3,904 -46	-1%	-$2.36K	0.13%	135
2018 Q2	$192K	Sell	3,950 -18	-0.5%	-$860	0.14%	139
2018 Q1	$194K	Buy	+3,968	New	+$189K	0.15%	135

Other funds holding FTV

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bedel Financial Consulting's FTV Position: Q2 2024 in Review

Bedel Financial Consulting sold out of Fortive (FTV) in Q2 2024, closing a stake of 3,245 shares — an estimated $210K sold.

Bedel Financial Consulting first reported a position in FTV in Q1 2018 and held it in 18 quarters. The position peaked at $210K in Q1 2024. 838 funds tracked by Wall St. Rank hold FTV as of Q2 2024.

Bedel Financial Consulting reported no remaining Fortive position as of Q2 2024 after selling out during the quarter.
Bedel Financial Consulting sold 3,245 Fortive shares in Q2 2024, an estimated $210K.
Bedel Financial Consulting first reported a position in Fortive in Q1 2018 and held it in 18 quarters.
Bedel Financial Consulting's Fortive position peaked at $210K in Q1 2024.
838 funds tracked by Wall St. Rank held Fortive as of Q2 2024.

Based on Bedel Financial Consulting's 13F filing for Q2 2024, filed 5 Aug 2024.