FIM
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Fernwood Investment Management’s Fortive FTV Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-2,346
Closed -$152K – 376
2024
Q1 		$152K Buy
+2,346
New +$142K 0.04% 220

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fernwood Investment Management's FTV Position: Q2 2024 in Review

Fernwood Investment Management sold out of Fortive (FTV) in Q2 2024, closing a stake of 2,346 shares — an estimated $152K sold.

Fernwood Investment Management first reported a position in FTV in Q1 2024 and held it in 1 quarter. The position peaked at $152K in Q1 2024. 835 funds tracked by Wall St. Rank hold FTV as of Q2 2024.

  • Fernwood Investment Management reported no remaining Fortive position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,346 Fortive shares in Q2 2024, an estimated $152K.
  • Fernwood Investment Management first reported a position in Fortive in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Fortive position peaked at $152K in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Fortive as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.