BerganKDV Wealth Management’s Fortive FTV Stock Holding History

BerganKDV 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
2023 Q2	$103K	Hold	1,834	–	–	0.01%	294
2023 Q1	$94.2K	Hold	1,834	–	–	0.01%	322
2022 Q4	$88.8K	Hold	1,834	–	–	0.01%	323
2022 Q3	$81K	Sell	1,834 -131	-7%	-$6.12K	0.01%	316
2022 Q2	$81K	Hold	1,965	–	–	0.01%	321
2022 Q1	$90K	Hold	1,965	–	–	0.01%	319
2021 Q4	$113K	Buy	1,965 +199	+11%	+$11.2K	0.01%	319
2021 Q3	$94K	Buy	1,766 +132	+8%	+$7.23K	0.01%	329
2021 Q2	$86K	Hold	1,634	–	–	0.01%	326
2021 Q1	$87K	Hold	1,634	–	–	0.01%	309
2020 Q4	$87K	Sell	1,634 -161	-9%	-$8.28K	0.01%	289
2020 Q3	$86K	Hold	1,795	–	–	0.01%	279
2020 Q2	$77K	Buy	1,795 +1	+0.1%	+$39	0.01%	301
2020 Q1	$62K	Hold	1,794	–	–	0.01%	303
2019 Q4	$86K	Buy	+1,794	New	+$81K	0.02%	289

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

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

BerganKDV Wealth Management's FTV Position: Q2 2023 in Review

BerganKDV Wealth Management held its Fortive (FTV) position steady in Q2 2023 at 1,834 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #294.

BerganKDV Wealth Management first reported a position in FTV in Q4 2019 and has held it in 15 quarters since. The position peaked at $113K in Q4 2021. 759 funds tracked by Wall St. Rank hold FTV as of Q2 2023.

BerganKDV Wealth Management held 1,834 shares of Fortive worth $103K as of Q2 2023.
BerganKDV Wealth Management left its Fortive share count unchanged in Q2 2023.
Fortive made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #294 holding.
BerganKDV Wealth Management first reported a position in Fortive in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Fortive position peaked at $113K in Q4 2021.
759 funds tracked by Wall St. Rank held Fortive as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.