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Intelligent Financial Strategies’s Fortive FTV Stock Holding History

Intelligent Financial Strategies’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
2023
Q4 		– Sell
-133
Closed -$7.42K – 84
2023
Q3 		$7.42K Hold
133
– – 0.01% 89
2023
Q2 		$7.48K Hold
133
– – 0.01% 89
2023
Q1 		$6.82K Hold
133
– – 0.01% 93
2022
Q4 		$6.42K Hold
133
– – 0.01% 95
2022
Q3 		$6K Hold
133
– – 0.01% 92
2022
Q2 		$5K Hold
133
– – 0.01% 94
2022
Q1 		$6K Sell
133
-116
-47% -$5.74K 0.01% 106
2021
Q4 		$14K Buy
+249
New +$14.1K 0.01% 103

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intelligent Financial Strategies's FTV Position: Q4 2023 in Review

Intelligent Financial Strategies sold out of Fortive (FTV) in Q4 2023, closing a stake of 133 shares — an estimated $7.42K sold.

Intelligent Financial Strategies first reported a position in FTV in Q4 2021 and held it in 8 quarters. The position peaked at $14K in Q4 2021. 818 funds tracked by Wall St. Rank hold FTV as of Q4 2023.

  • Intelligent Financial Strategies reported no remaining Fortive position as of Q4 2023 after selling out during the quarter.
  • Intelligent Financial Strategies sold 133 Fortive shares in Q4 2023, an estimated $7.42K.
  • Intelligent Financial Strategies first reported a position in Fortive in Q4 2021 and held it in 8 quarters.
  • Intelligent Financial Strategies's Fortive position peaked at $14K in Q4 2021.
  • 818 funds tracked by Wall St. Rank held Fortive as of Q4 2023.

Based on Intelligent Financial Strategies's 13F filing for Q4 2023, filed 9 Feb 2024.