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Gitterman Wealth Management’s Fortive FTV Stock Holding History

Gitterman 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
2024
Q1 		– Sell
-4,529
Closed -$251K – 107
2023
Q4 		$251K Buy
+4,529
New +$239K 0.11% 66
2023
Q2 		– Sell
-5,047
Closed -$259K – 91
2023
Q1 		$259K Buy
5,047
+233
+5% +$11.7K 0.12% 48
2022
Q4 		$233K Sell
4,814
-737
-13% -$35.7K 0.12% 55
2022
Q3 		$242K Buy
+5,551
New +$259K 0.25% 46

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 $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Gitterman Wealth Management's FTV Position: Q1 2024 in Review

Gitterman Wealth Management sold out of Fortive (FTV) in Q1 2024, closing a stake of 4,529 shares — an estimated $251K sold.

Gitterman Wealth Management first reported a position in FTV in Q3 2022 and held it in 4 quarters. The position peaked at $259K in Q1 2023. 870 funds tracked by Wall St. Rank hold FTV as of Q1 2024.

  • Gitterman Wealth Management reported no remaining Fortive position as of Q1 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,529 Fortive shares in Q1 2024, an estimated $251K.
  • Gitterman Wealth Management first reported a position in Fortive in Q3 2022 and held it in 4 quarters.
  • Gitterman Wealth Management's Fortive position peaked at $259K in Q1 2023.
  • 870 funds tracked by Wall St. Rank held Fortive as of Q1 2024.

Based on Gitterman Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.