Heritage Wealth Advisors’s Fortive FTV Stock Holding History

Heritage 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
2022 Q1	–	Sell	-212	Closed	-$12K	–	543
2021 Q4	$12K	Hold	212	–	–	﹤0.01%	436
2021 Q3	$11.3K	Hold	212	–	–	﹤0.01%	433
2021 Q2	$11.2K	Hold	212	–	–	﹤0.01%	444
2021 Q1	$11.3K	Hold	212	–	–	﹤0.01%	459
2020 Q4	$11K	Sell	212 -42	-17%	-$2.16K	﹤0.01%	446
2020 Q3	$12.2K	Hold	254	–	–	﹤0.01%	389
2020 Q2	$10.8K	Hold	254	–	–	﹤0.01%	378
2020 Q1	$8.83K	Sell	254 -38	-13%	-$1.66K	﹤0.01%	377
2019 Q4	$14.1K	Buy	292 +38	+15%	+$1.72K	﹤0.01%	403
2019 Q3	$10K	Hold	254	–	–	﹤0.01%	390
2019 Q2	$13K	Sell	254 -226	-47%	-$11.7K	﹤0.01%	374
2019 Q1	$25.4K	Hold	480	–	–	﹤0.01%	281
2018 Q4	$20K	Sell	480 -23	-5%	-$1.08K	﹤0.01%	263
2018 Q3	$26K	Buy	+503	New	+$25.8K	0.01%	248

Other funds holding FTV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heritage Wealth Advisors's FTV Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of Fortive (FTV) in Q1 2022, closing a stake of 212 shares — an estimated $12K sold.

Heritage Wealth Advisors first reported a position in FTV in Q3 2018 and held it in 14 quarters. The position peaked at $26K in Q3 2018. 765 funds tracked by Wall St. Rank hold FTV as of Q1 2022.

Heritage Wealth Advisors reported no remaining Fortive position as of Q1 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 212 Fortive shares in Q1 2022, an estimated $12K.
Heritage Wealth Advisors first reported a position in Fortive in Q3 2018 and held it in 14 quarters.
Heritage Wealth Advisors's Fortive position peaked at $26K in Q3 2018.
765 funds tracked by Wall St. Rank held Fortive as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.