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Capital Asset Advisory Services’s Fortive FTV Stock Holding History

Capital Asset Advisory Services’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
-133
Closed -$7K – 973
2020
Q4 		$7K Buy
+133
New +$6.84K ﹤0.01% 1175

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Asset Advisory Services's FTV Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Fortive (FTV) in Q1 2021, closing a stake of 133 shares — an estimated $7K sold.

Capital Asset Advisory Services first reported a position in FTV in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 743 funds tracked by Wall St. Rank hold FTV as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Fortive position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 133 Fortive shares in Q1 2021, an estimated $7K.
  • Capital Asset Advisory Services first reported a position in Fortive in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Fortive position peaked at $7K in Q4 2020.
  • 743 funds tracked by Wall St. Rank held Fortive as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.