Braun-Bostich & Associates’s Fortive FTV Stock Holding History

Braun-Bostich & Associates’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	-3,935	Closed	-$255K	–	121
2024 Q1	$255K	Sell	3,935 -1,940	-33%	-$118K	0.21%	106
2023 Q4	$326K	Buy	5,875 +915	+18%	+$48.2K	0.29%	87
2023 Q3	$277K	Buy	+4,960	New	+$285K	0.52%	34
2020 Q4	–	Sell	-6,132	Closed	-$295K	–	121
2020 Q3	$295K	Buy	6,132 +2,967	+94%	+$135K	0.29%	50
2020 Q2	$135K	Buy	3,165 +95	+3%	+$3.71K	0.13%	89
2020 Q1	$106K	Hold	3,070	–	–	0.14%	99
2019 Q4	$150K	Buy	+3,070	New	+$139K	0.15%	98
2019 Q3	–	Sell	-4,205	Closed	-$216K	–	162
2019 Q2	$216K	Sell	4,205 -4,593	-52%	-$238K	0.23%	91
2019 Q1	$465K	Sell	8,798 -2,244	-20%	-$109K	0.48%	54
2018 Q4	$471K	Buy	11,042 +9,941	+903%	+$467K	0.5%	71
2018 Q3	$58K	Buy	1,101 +858	+353%	+$44K	0.06%	172
2018 Q2	$12K	Hold	243	–	–	0.01%	245
2018 Q1	$12K	Hold	243	–	–	0.01%	247
2017 Q4	$11K	Buy	+243	New	+$11.1K	0.01%	247

Other funds holding FTV

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

Flossbach Von Storch

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Viking Global Investors

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

Fidelity Investments

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return