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Buckingham Strategic Wealth’s Fortive FTV Stock Holding History

Buckingham Strategic Wealth’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
2020
Q1 		– Sell
-4,871
Closed -$235K – 485
2019
Q4 		$235K Hold
4,871
– – 0.02% 406
2019
Q3 		$211K Hold
4,871
– – 0.02% 397
2019
Q2 		$250K Buy
4,871
+179
+4% +$9.29K 0.03% 375
2019
Q1 		$248K Sell
4,692
-130
-3% -$6.33K 0.03% 345
2018
Q4 		$206K Sell
4,822
-205
-4% -$9.63K 0.03% 321
2018
Q3 		$267K Sell
5,027
-8
-0.2% -$410 0.04% 290
2018
Q2 		$245K Sell
5,035
-122
-2% -$5.83K 0.04% 299
2018
Q1 		$252K Buy
5,157
+701
+16% +$33.4K 0.05% 264
2017
Q4 		$203K Buy
+4,456
New +$204K 0.04% 299

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Buckingham Strategic Wealth's FTV Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Fortive (FTV) in Q1 2020, closing a stake of 4,871 shares — an estimated $235K sold.

Buckingham Strategic Wealth first reported a position in FTV in Q4 2017 and held it in 9 quarters. The position peaked at $267K in Q3 2018. 719 funds tracked by Wall St. Rank hold FTV as of Q1 2020.

  • Buckingham Strategic Wealth reported no remaining Fortive position as of Q1 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,871 Fortive shares in Q1 2020, an estimated $235K.
  • Buckingham Strategic Wealth first reported a position in Fortive in Q4 2017 and held it in 9 quarters.
  • Buckingham Strategic Wealth's Fortive position peaked at $267K in Q3 2018.
  • 719 funds tracked by Wall St. Rank held Fortive as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.