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Kingswood Wealth Advisors’s Fortive FTV Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-15,465
Closed -$920K – 838
2024
Q3 		$920K Sell
15,465
-123
-0.8% -$6.77K 0.07% 314
2024
Q2 		$870K Buy
15,588
+1,152
+8% +$66.9K 0.08% 263
2024
Q1 		$936K Sell
14,436
-71
-0.5% -$4.31K 0.11% 218
2023
Q4 		$805K Sell
14,507
-592
-4% -$31.2K 0.09% 240
2023
Q3 		$844K Buy
+15,099
New +$868K 0.14% 165

Other funds holding FTV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Kingswood Wealth Advisors's FTV Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Fortive (FTV) in Q4 2024, closing a stake of 15,465 shares — an estimated $920K sold.

Kingswood Wealth Advisors first reported a position in FTV in Q3 2023 and held it in 5 quarters. The position peaked at $936K in Q1 2024. 858 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Fortive position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 15,465 Fortive shares in Q4 2024, an estimated $920K.
  • Kingswood Wealth Advisors first reported a position in Fortive in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Fortive position peaked at $936K in Q1 2024.
  • 858 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.