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Kiely Wealth Advisory Group’s Fortive FTV Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$3.46K Hold
57
– – ﹤0.01% 275
2024
Q3 		$3.24K Hold
57
– – ﹤0.01% 278
2024
Q2 		$2.95K Hold
57
– – ﹤0.01% 266
2024
Q1 		$3.31K Hold
57
– – ﹤0.01% 234
2023
Q4 		$3.21K Buy
+57
New +$3.01K ﹤0.01% 232

Other funds holding FTV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kiely Wealth Advisory Group's FTV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Fortive (FTV) position steady in Q4 2024 at 57 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Kiely Wealth Advisory Group first reported a position in FTV in Q4 2023 and has held it in 5 quarters since. 854 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

  • Kiely Wealth Advisory Group held 57 shares of Fortive worth $3.46K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Fortive share count unchanged in Q4 2024.
  • Fortive made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #275 holding.
  • Kiely Wealth Advisory Group first reported a position in Fortive in Q4 2023 and has held it in 5 quarters since.
  • 854 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.