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HFR Wealth Management’s Fortive FTV Stock Holding History

HFR 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
2022
Q4 		– Sell
-5,632
Closed -$247K – 64
2022
Q3 		$247K Hold
5,632
– – 0.08% 50
2022
Q2 		$231K Hold
5,632
– – 0.07% 52
2022
Q1 		$259K Sell
5,632
-103,286
-95% -$5.11M 0.07% 54
2021
Q4 		$6.26M Buy
108,918
+6,857
+7% +$387K 1.57% 36
2021
Q3 		$5.43M Buy
102,061
+4,369
+4% +$239K 1.58% 36
2021
Q2 		$5.13M Buy
+97,692
New +$5.26M 1.55% 36

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HFR Wealth Management's FTV Position: Q4 2022 in Review

HFR Wealth Management sold out of Fortive (FTV) in Q4 2022, closing a stake of 5,632 shares — an estimated $247K sold.

HFR Wealth Management first reported a position in FTV in Q2 2021 and held it in 6 quarters. The position peaked at $6.26M in Q4 2021. 774 funds tracked by Wall St. Rank hold FTV as of Q4 2022.

  • HFR Wealth Management reported no remaining Fortive position as of Q4 2022 after selling out during the quarter.
  • HFR Wealth Management sold 5,632 Fortive shares in Q4 2022, an estimated $247K.
  • HFR Wealth Management first reported a position in Fortive in Q2 2021 and held it in 6 quarters.
  • HFR Wealth Management's Fortive position peaked at $6.26M in Q4 2021.
  • 774 funds tracked by Wall St. Rank held Fortive as of Q4 2022.

Based on HFR Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.