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Evolution Wealth Advisors’s Fortive FTV Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-97
Closed -$5K – 338
2021
Q3 		$5K Hold
97
– – ﹤0.01% 509
2021
Q2 		$5K Hold
97
– – ﹤0.01% 512
2021
Q1 		$5K Hold
97
– – ﹤0.01% 524
2020
Q4 		$5K Sell
97
-19
-16% -$977 ﹤0.01% 446
2020
Q3 		$6K Hold
116
– – ﹤0.01% 416
2020
Q2 		$5K Buy
+116
New +$4.53K ﹤0.01% 367
2019
Q3 		– Sell
-70
Closed -$4K – 520
2019
Q2 		$4K Buy
+70
New +$3.63K ﹤0.01% 295

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Evolution Wealth Advisors's FTV Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Fortive (FTV) in Q4 2021, closing a stake of 97 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in FTV in Q2 2019 and held it in 7 quarters. The position peaked at $6K in Q3 2020. 797 funds tracked by Wall St. Rank hold FTV as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Fortive position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 97 Fortive shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Fortive in Q2 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Fortive position peaked at $6K in Q3 2020.
  • 797 funds tracked by Wall St. Rank held Fortive as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.