BTR Capital Management’s Fortive FTV Stock Holding History

BTR Capital 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
2022 Q1	–	Sell	-4,047	Closed	-$233K	–	171
2021 Q4	$233K	Hold	4,047	–	–	0.03%	156
2021 Q3	$215K	Sell	4,047 -27	-0.7%	-$1.48K	0.03%	159
2021 Q2	$214K	Hold	4,074	–	–	0.03%	162
2021 Q1	$217K	Hold	4,074	–	–	0.03%	160
2020 Q4	$217K	Sell	4,074 -763	-16%	-$39.2K	0.03%	163
2020 Q3	$232K	Hold	4,837	–	–	0.04%	141
2020 Q2	$206K	Buy	+4,837	New	+$189K	0.04%	148

Other funds holding FTV

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BTR Capital Management's FTV Position: Q1 2022 in Review

BTR Capital Management sold out of Fortive (FTV) in Q1 2022, closing a stake of 4,047 shares — an estimated $233K sold.

BTR Capital Management first reported a position in FTV in Q2 2020 and held it in 7 quarters. The position peaked at $233K in Q4 2021. 765 funds tracked by Wall St. Rank hold FTV as of Q1 2022.

BTR Capital Management reported no remaining Fortive position as of Q1 2022 after selling out during the quarter.
BTR Capital Management sold 4,047 Fortive shares in Q1 2022, an estimated $233K.
BTR Capital Management first reported a position in Fortive in Q2 2020 and held it in 7 quarters.
BTR Capital Management's Fortive position peaked at $233K in Q4 2021.
765 funds tracked by Wall St. Rank held Fortive as of Q1 2022.

Based on BTR Capital Management's 13F filing for Q1 2022, filed 2 May 2022.