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CFM Wealth Partners’s Fortive FTV Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-671
Closed -$28K – 265
2020
Q2 		$28K Hold
671
– – 0.01% 333
2020
Q1 		$23K Hold
671
– – 0.01% 352
2019
Q4 		$33K Buy
+671
New +$30.3K 0.01% 316

Other funds holding FTV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFM Wealth Partners's FTV Position: Q3 2020 in Review

CFM Wealth Partners sold out of Fortive (FTV) in Q3 2020, closing a stake of 671 shares — an estimated $28K sold.

CFM Wealth Partners first reported a position in FTV in Q4 2019 and held it in 3 quarters. The position peaked at $33K in Q4 2019. 748 funds tracked by Wall St. Rank hold FTV as of Q3 2020.

  • CFM Wealth Partners reported no remaining Fortive position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 671 Fortive shares in Q3 2020, an estimated $28K.
  • CFM Wealth Partners first reported a position in Fortive in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Fortive position peaked at $33K in Q4 2019.
  • 748 funds tracked by Wall St. Rank held Fortive as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.