BKM Wealth Management’s Fortive FTV Stock Holding History

BKM 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 Q1	–	Sell	-38	Closed	-$2.13K	–	324
2023 Q4	$2.13K	Buy	+38	New	+$2K	﹤0.01%	557

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

BKM Wealth Management's FTV Position: Q1 2024 in Review

BKM Wealth Management sold out of Fortive (FTV) in Q1 2024, closing a stake of 38 shares — an estimated $2.13K sold.

BKM Wealth Management first reported a position in FTV in Q4 2023 and held it in 1 quarter. The position peaked at $2.13K in Q4 2023. 869 funds tracked by Wall St. Rank hold FTV as of Q1 2024.

BKM Wealth Management reported no remaining Fortive position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 38 Fortive shares in Q1 2024, an estimated $2.13K.
BKM Wealth Management first reported a position in Fortive in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Fortive position peaked at $2.13K in Q4 2023.
869 funds tracked by Wall St. Rank held Fortive as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.