Heritage Wealth Management (Arizona)’s Fortive FTV Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$1.28K	Buy	27 +14	+108%	+$678	﹤0.01%	1008
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	940
2022 Q2	$544	Hold	13	–	–	﹤0.01%	943
2022 Q1	$1K	Buy	+13	New	+$643	﹤0.01%	943
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	852
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	864
2021 Q1	$1K	Buy	+13	New	+$672	﹤0.01%	714

Other funds holding FTV

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s FTV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Fortive (FTV) stake by 108% in Q4 2022, buying an estimated $678 and bringing the position to 27 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Heritage Wealth Management (Arizona) first reported a position in FTV in Q1 2021 and has held it in 7 quarters since. 774 funds tracked by Wall St. Rank hold FTV as of Q4 2022.

Heritage Wealth Management (Arizona) held 27 shares of Fortive worth $1.28K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 14 Fortive shares in Q4 2022, an estimated $678.
Fortive made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1008 holding.
Heritage Wealth Management (Arizona) first reported a position in Fortive in Q1 2021 and has held it in 7 quarters since.
774 funds tracked by Wall St. Rank held Fortive as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.