CSat Investment Advisory’s Fortive FTV Stock Holding History

CSat Investment Advisory’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	$38K	Buy	706 +216	+44%	+$11.2K	0.03%	258
2020 Q4	$26K	Sell	490 -2,880	-85%	-$148K	0.02%	293
2020 Q3	$162K	Buy	3,370 +295	+10%	+$13.5K	0.01%	318
2020 Q2	$132K	Buy	3,075 +749	+32%	+$29.2K	0.02%	390
2020 Q1	$81K	Buy	2,326 +777	+50%	+$34K	0.02%	392
2019 Q4	$74K	Buy	1,549 +315	+26%	+$14.2K	0.02%	457
2019 Q3	$54K	Buy	1,234 +167	+16%	+$7.7K	0.02%	499
2019 Q2	$55K	Buy	1,067 +826	+343%	+$42.9K	0.02%	456
2019 Q1	$13K	Sell	241 -48	-17%	-$2.34K	0.01%	395
2018 Q4	$12K	Buy	289 +140	+94%	+$6.58K	0.01%	382
2018 Q3	$8K	Buy	149 +3	+2%	+$154	﹤0.01%	406
2018 Q2	$7K	Buy	+146	New	+$6.97K	﹤0.01%	412

Other funds holding FTV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CSat Investment Advisory's FTV Position: Q1 2021 in Review

CSat Investment Advisory increased its Fortive (FTV) stake by 44% in Q1 2021, buying an estimated $11.2K and bringing the position to 706 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #258.

CSat Investment Advisory first reported a position in FTV in Q2 2018 and has held it in 12 quarters since. The position peaked at $162K in Q3 2020. 743 funds tracked by Wall St. Rank hold FTV as of Q1 2021.

CSat Investment Advisory held 706 shares of Fortive worth $38K as of Q1 2021.
CSat Investment Advisory bought 216 Fortive shares in Q1 2021, an estimated $11.2K.
Fortive made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #258 holding.
CSat Investment Advisory first reported a position in Fortive in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Fortive position peaked at $162K in Q3 2020.
743 funds tracked by Wall St. Rank held Fortive as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.