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Curi Wealth Management’s Fortive FTV Stock Holding History

Curi 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
2022
Q3 		– Sell
-4
Closed – – 382
2022
Q2 		$0 Hold
4
– – ﹤0.01% 664
2022
Q1 		$0 Hold
4
– – ﹤0.01% 564
2021
Q4 		$0 Buy
+4
New +$226 ﹤0.01% 526
2021
Q1 		– Sell
-4
Closed – – 244
2020
Q4 		$0 Buy
+4
New +$206 ﹤0.01% 436

Other funds holding FTV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Curi Wealth Management's FTV Position: Q3 2022 in Review

Curi Wealth Management sold out of Fortive (FTV) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in FTV in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 720 funds tracked by Wall St. Rank hold FTV as of Q3 2022.

  • Curi Wealth Management reported no remaining Fortive position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 4 Fortive shares in Q3 2022.
  • Curi Wealth Management first reported a position in Fortive in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Fortive position peaked at $0 in Q2 2022.
  • 720 funds tracked by Wall St. Rank held Fortive as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.