Burt Wealth Advisors’s Fortive FTV Stock Holding History

Burt Wealth 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 Q1	–	Sell	-157	Closed	-$8K	–	191
2020 Q4	$8K	Sell	157 -30	-16%	-$1.54K	﹤0.01%	291
2020 Q3	$9K	Sell	187 -249	-57%	-$11.4K	﹤0.01%	284
2020 Q2	$19K	Hold	436	–	–	0.01%	234
2020 Q1	$15K	Hold	436	–	–	0.01%	248
2019 Q4	$21K	Hold	436	–	–	0.01%	233
2019 Q3	$19K	Hold	436	–	–	0.01%	246
2019 Q2	$22K	Hold	436	–	–	0.01%	226
2019 Q1	$23K	Hold	436	–	–	0.01%	227
2018 Q4	$19K	Hold	436	–	–	0.01%	238
2018 Q3	$23K	Hold	436	–	–	0.01%	237
2018 Q2	$21K	Hold	436	–	–	0.01%	244
2018 Q1	$21K	Hold	436	–	–	0.01%	249
2017 Q4	$20K	Hold	436	–	–	0.01%	240
2017 Q3	$19K	Hold	436	–	–	0.01%	234
2017 Q2	$17K	Hold	436	–	–	0.01%	261
2017 Q1	$17K	Sell	436 -8,294	-95%	-$297K	0.01%	232
2016 Q4	$166K	Buy	8,730 +8,294	+1,902%	+$274K	0.15%	78
2016 Q3	$13K	Buy	+436	New	+$14K	0.01%	247

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Burt Wealth Advisors's FTV Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Fortive (FTV) in Q1 2021, closing a stake of 157 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in FTV in Q3 2016 and held it in 18 quarters. The position peaked at $166K in Q4 2016. 743 funds tracked by Wall St. Rank hold FTV as of Q1 2021.

Burt Wealth Advisors reported no remaining Fortive position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 157 Fortive shares in Q1 2021, an estimated $8K.
Burt Wealth Advisors first reported a position in Fortive in Q3 2016 and held it in 18 quarters.
Burt Wealth Advisors's Fortive position peaked at $166K in Q4 2016.
743 funds tracked by Wall St. Rank held Fortive as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.