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Level Financial Advisors’s Fortive FTV Stock Holding History

Level Financial 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
Q1 		– Sell
-166
Closed -$9.2K – 138
2023
Q4 		$9.2K Hold
166
– – ﹤0.01% 197
2023
Q3 		$9.27K Sell
166
-16
-9% -$920 0.01% 197
2023
Q2 		$10.2K Buy
182
+16
+10% +$808 0.01% 189
2023
Q1 		$8.52K Hold
166
– – 0.01% 171
2022
Q4 		$8K Hold
166
– – 0.01% 173
2022
Q3 		$7K Hold
166
– – 0.01% 180
2022
Q2 		$7K Hold
166
– – 0.01% 195
2022
Q1 		$8K Hold
166
– – 0.01% 161
2021
Q4 		$10K Buy
+166
New +$9.38K 0.01% 176

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

Level Financial Advisors's FTV Position: Q1 2024 in Review

Level Financial Advisors sold out of Fortive (FTV) in Q1 2024, closing a stake of 166 shares — an estimated $9.2K sold.

Level Financial Advisors first reported a position in FTV in Q4 2021 and held it in 9 quarters. The position peaked at $10.2K in Q2 2023. 870 funds tracked by Wall St. Rank hold FTV as of Q1 2024.

  • Level Financial Advisors reported no remaining Fortive position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 166 Fortive shares in Q1 2024, an estimated $9.2K.
  • Level Financial Advisors first reported a position in Fortive in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Fortive position peaked at $10.2K in Q2 2023.
  • 870 funds tracked by Wall St. Rank held Fortive as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.