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Merriman Wealth Management’s Fortive FTV Stock Holding History

Merriman Wealth Management’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
2023
Q3 		– Sell
-4,711
Closed -$265K – 204
2023
Q2 		$265K Buy
4,711
+1
+0% +$50 0.01% 186
2023
Q1 		$242K Buy
4,710
+530
+13% +$26.7K 0.01% 177
2022
Q4 		$202K Buy
+4,180
New +$202K 0.01% 197

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Merriman Wealth Management's FTV Position: Q3 2023 in Review

Merriman Wealth Management sold out of Fortive (FTV) in Q3 2023, closing a stake of 4,711 shares — an estimated $265K sold.

Merriman Wealth Management first reported a position in FTV in Q4 2022 and held it in 3 quarters. The position peaked at $265K in Q2 2023. 775 funds tracked by Wall St. Rank hold FTV as of Q3 2023.

  • Merriman Wealth Management reported no remaining Fortive position as of Q3 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 4,711 Fortive shares in Q3 2023, an estimated $265K.
  • Merriman Wealth Management first reported a position in Fortive in Q4 2022 and held it in 3 quarters.
  • Merriman Wealth Management's Fortive position peaked at $265K in Q2 2023.
  • 775 funds tracked by Wall St. Rank held Fortive as of Q3 2023.

Based on Merriman Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.