Berman Capital Advisors’s Fortive FTV Stock Holding History

Berman Capital 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
2021 Q3	$182K	Buy	3,432 +548	+19%	+$30K	0.03%	284
2021 Q2	$151K	Buy	2,884 +10	+0.3%	+$539	0.02%	282
2021 Q1	$153K	Sell	2,874 -933	-25%	-$48.3K	0.03%	224
2020 Q4	$202K	Buy	3,807 +490	+15%	+$25.2K	0.05%	166
2020 Q3	$159K	Sell	3,317 -18	-0.5%	-$821	0.05%	171
2020 Q2	$142K	Sell	3,335 -36	-1%	-$1.4K	0.04%	181
2020 Q1	$116K	Buy	3,371 +366	+12%	+$16K	0.04%	176
2019 Q4	$144K	Buy	3,005 +36	+1%	+$1.63K	0.04%	176
2019 Q3	$128K	Sell	2,969 -198	-6%	-$9.13K	0.04%	184
2019 Q2	$162K	Buy	3,167 +16	+0.5%	+$831	0.05%	150
2019 Q1	$166K	Buy	3,151 +84	+3%	+$4.09K	0.06%	141
2018 Q4	$129K	Buy	+3,067	New	+$144K	0.05%	145

Other funds holding FTV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's FTV Position: Q3 2021 in Review

Berman Capital Advisors increased its Fortive (FTV) stake by 19% in Q3 2021, buying an estimated $30K and bringing the position to 3,432 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #284.

Berman Capital Advisors first reported a position in FTV in Q4 2018 and has held it in 12 quarters since. The position peaked at $202K in Q4 2020. 740 funds tracked by Wall St. Rank hold FTV as of Q3 2021.

Berman Capital Advisors held 3,432 shares of Fortive worth $182K as of Q3 2021.
Berman Capital Advisors bought 548 Fortive shares in Q3 2021, an estimated $30K.
Fortive made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #284 holding.
Berman Capital Advisors first reported a position in Fortive in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Fortive position peaked at $202K in Q4 2020.
740 funds tracked by Wall St. Rank held Fortive as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.