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Lake Street Private Wealth’s Fortive FTV Stock Holding History

Lake Street Private Wealth’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
Q1 		– Sell
-9,313
Closed -$517K – 318
2023
Q4 		$517K Buy
+9,313
New +$491K 0.08% 211

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lake Street Private Wealth's FTV Position: Q1 2024 in Review

Lake Street Private Wealth sold out of Fortive (FTV) in Q1 2024, closing a stake of 9,313 shares — an estimated $517K sold.

Lake Street Private Wealth first reported a position in FTV in Q4 2023 and held it in 1 quarter. The position peaked at $517K in Q4 2023. 870 funds tracked by Wall St. Rank hold FTV as of Q1 2024.

  • Lake Street Private Wealth reported no remaining Fortive position as of Q1 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 9,313 Fortive shares in Q1 2024, an estimated $517K.
  • Lake Street Private Wealth first reported a position in Fortive in Q4 2023 and held it in 1 quarter.
  • Lake Street Private Wealth's Fortive position peaked at $517K in Q4 2023.
  • 870 funds tracked by Wall St. Rank held Fortive as of Q1 2024.

Based on Lake Street Private Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.