Lenox Wealth Advisors’s Fortive FTV Stock Holding History

Lenox 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
2022 Q1	$0	Buy	7 +2	+40%	+$99	﹤0.01%	849
2021 Q4	$0	Hold	5	–	–	﹤0.01%	976
2021 Q3	$0	Hold	5	–	–	﹤0.01%	744
2021 Q2	$0	Hold	5	–	–	﹤0.01%	734
2021 Q1	$0	Buy	+5	New	+$259	﹤0.01%	713
2020 Q1	–	Sell	-71	Closed	-$3K	–	835
2019 Q4	$3K	Hold	71	–	–	﹤0.01%	540
2019 Q3	$3K	Hold	71	–	–	﹤0.01%	451
2019 Q2	$4K	Buy	+71	New	+$3.69K	﹤0.01%	330
2018 Q2	–	Sell	-476	Closed	-$23K	–	581
2018 Q1	$23K	Buy	+476	New	+$22.7K	0.01%	252
2017 Q1	–	Sell	-155	Closed	-$5K	–	97
2016 Q4	$5K	Hold	155	–	–	﹤0.01%	103
2016 Q3	$5K	Buy	+155	New	+$4.97K	﹤0.01%	184

Other funds holding FTV

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lenox Wealth Advisors's FTV Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Fortive (FTV) stake by 40% in Q1 2022, buying an estimated $99 and bringing the position to 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Lenox Wealth Advisors first reported a position in FTV in Q3 2016 and has held it in 11 quarters since. The position peaked at $23K in Q1 2018. 765 funds tracked by Wall St. Rank hold FTV as of Q1 2022.

Lenox Wealth Advisors held 7 shares of Fortive worth $0 as of Q1 2022.
Lenox Wealth Advisors bought 2 Fortive shares in Q1 2022, an estimated $99.
Fortive made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #849 holding.
Lenox Wealth Advisors first reported a position in Fortive in Q3 2016 and has held it in 11 quarters since.
Lenox Wealth Advisors's Fortive position peaked at $23K in Q1 2018.
765 funds tracked by Wall St. Rank held Fortive as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.