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Cassady Schiller Wealth Management’s Fortive FTV Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$1.73K Buy
+31
New +$1.78K ﹤0.01% 617
2022
Q1 		– Sell
-15
Closed -$1K – 290
2021
Q4 		$1K Buy
+15
New +$848 ﹤0.01% 455

Other funds holding FTV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cassady Schiller Wealth Management's FTV Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Fortive (FTV) in Q4 2024: 31 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in FTV as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in FTV in Q4 2021 and has held it in 2 quarters since. 854 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

  • Cassady Schiller Wealth Management held 31 shares of Fortive worth $1.73K as of Q4 2024.
  • Fortive was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Fortive made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #617 holding.
  • Cassady Schiller Wealth Management first reported a position in Fortive in Q4 2021 and has held it in 2 quarters since.
  • 854 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.