Marcum Wealth’s Fortive FTV Stock Holding History

Marcum 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
2022 Q1	–	Sell	-3,989	Closed	-$229K	–	388
2021 Q4	$229K	Buy	3,989 +81	+2%	+$4.58K	0.03%	301
2021 Q3	$208K	Buy	+3,908	New	+$214K	0.03%	301

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

Marcum Wealth's FTV Position: Q1 2022 in Review

Marcum Wealth sold out of Fortive (FTV) in Q1 2022, closing a stake of 3,989 shares — an estimated $229K sold.

Marcum Wealth first reported a position in FTV in Q3 2021 and held it in 2 quarters. The position peaked at $229K in Q4 2021. 765 funds tracked by Wall St. Rank hold FTV as of Q1 2022.

Marcum Wealth reported no remaining Fortive position as of Q1 2022 after selling out during the quarter.
Marcum Wealth sold 3,989 Fortive shares in Q1 2022, an estimated $229K.
Marcum Wealth first reported a position in Fortive in Q3 2021 and held it in 2 quarters.
Marcum Wealth's Fortive position peaked at $229K in Q4 2021.
765 funds tracked by Wall St. Rank held Fortive as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.