Institutional & Family Asset Management’s Fortive FTV Stock Holding History

Institutional & Family Asset 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 Q2	$35.8K	Hold	641	–	–	0.01%	272
2024 Q1	$41.5K	Hold	641	–	–	0.01%	254
2023 Q4	$35.6K	Hold	641	–	–	0.01%	261
2023 Q3	$35.8K	Hold	641	–	–	0.01%	243
2023 Q2	$36.1K	Hold	641	–	–	0.01%	253
2023 Q1	$32.9K	Hold	641	–	–	0.01%	252
2022 Q4	$31K	Hold	641	–	–	0.01%	258
2022 Q3	$28K	Hold	641	–	–	0.01%	273
2022 Q2	$26K	Hold	641	–	–	﹤0.01%	289
2022 Q1	$29K	Hold	641	–	–	﹤0.01%	314
2021 Q4	$37K	Hold	641	–	–	0.01%	296
2021 Q3	$34K	Hold	641	–	–	0.01%	387
2021 Q2	$34K	Hold	641	–	–	0.01%	398
2021 Q1	$34K	Hold	641	–	–	0.01%	417
2020 Q4	$34K	Sell	641 -125	-16%	-$6.43K	0.01%	378
2020 Q3	$37K	Hold	766	–	–	0.01%	321
2020 Q2	$33K	Hold	766	–	–	0.01%	342
2020 Q1	$27K	Hold	766	–	–	0.01%	325
2019 Q4	$37K	Hold	766	–	–	0.01%	350
2019 Q3	$33K	Hold	766	–	–	0.01%	339
2019 Q2	$39K	Hold	766	–	–	0.01%	338
2019 Q1	$41K	Hold	766	–	–	0.01%	346
2018 Q4	$33K	Hold	766	–	–	0.01%	356
2018 Q3	$41K	Sell	766 -617	-45%	-$31.6K	0.01%	370
2018 Q2	$67K	Hold	1,383	–	–	0.01%	323
2018 Q1	$68K	Buy	+1,383	New	+$65.8K	0.01%	298

Other funds holding FTV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Institutional & Family Asset Management's FTV Position: Q2 2024 in Review

Institutional & Family Asset Management held its Fortive (FTV) position steady in Q2 2024 at 641 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #272.

Institutional & Family Asset Management first reported a position in FTV in Q1 2018 and has held it in 26 quarters since. The position peaked at $68K in Q1 2018. 835 funds tracked by Wall St. Rank hold FTV as of Q2 2024.

Institutional & Family Asset Management held 641 shares of Fortive worth $35.8K as of Q2 2024.
Institutional & Family Asset Management left its Fortive share count unchanged in Q2 2024.
Fortive made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #272 holding.
Institutional & Family Asset Management first reported a position in Fortive in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Fortive position peaked at $68K in Q1 2018.
835 funds tracked by Wall St. Rank held Fortive as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.