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Executive Wealth Management’s Fortive FTV Stock Holding History

Executive 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
2019
Q3 		– Sell
-457
Closed -$23K – 371
2019
Q2 		$23K Hold
457
– – ﹤0.01% 447
2019
Q1 		$24K Hold
457
– – ﹤0.01% 396
2018
Q4 		$19K Buy
+457
New +$21.5K ﹤0.01% 434

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Executive Wealth Management's FTV Position: Q3 2019 in Review

Executive Wealth Management sold out of Fortive (FTV) in Q3 2019, closing a stake of 457 shares — an estimated $23K sold.

Executive Wealth Management first reported a position in FTV in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q1 2019. 769 funds tracked by Wall St. Rank hold FTV as of Q3 2019.

  • Executive Wealth Management reported no remaining Fortive position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 457 Fortive shares in Q3 2019, an estimated $23K.
  • Executive Wealth Management first reported a position in Fortive in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Fortive position peaked at $24K in Q1 2019.
  • 769 funds tracked by Wall St. Rank held Fortive as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.