Graves Light Lenhart Wealth’s Fortive FTV Stock Holding History

Graves Light Lenhart Wealth’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	-413	Closed	-$17K	–	317
2022 Q2	$17K	Hold	413	–	–	﹤0.01%	437
2022 Q1	$19K	Hold	413	–	–	﹤0.01%	475
2021 Q4	$24K	Hold	413	–	–	﹤0.01%	507
2021 Q3	$22K	Hold	413	–	–	﹤0.01%	482
2021 Q2	$22K	Hold	413	–	–	﹤0.01%	487
2021 Q1	$22K	Buy	413 +166	+67%	+$8.59K	﹤0.01%	488
2020 Q4	$13K	Buy	+247	New	+$12.7K	﹤0.01%	529

Other funds holding FTV

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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 $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return