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Mission Wealth Management’s Fortive FTV Stock Holding History

Mission 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
2020
Q1 		– Sell
-4,245
Closed -$204K – 319
2019
Q4 		$204K Buy
+4,245
New +$192K 0.02% 325
2019
Q3 		– Sell
-3,985
Closed -$205K – 326
2019
Q2 		$205K Buy
3,985
+35
+0.9% +$1.82K 0.02% 304
2019
Q1 		$209K Buy
+3,950
New +$192K 0.02% 296

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Mission Wealth Management's FTV Position: Q1 2020 in Review

Mission Wealth Management sold out of Fortive (FTV) in Q1 2020, closing a stake of 4,245 shares — an estimated $204K sold.

Mission Wealth Management first reported a position in FTV in Q1 2019 and held it in 3 quarters. The position peaked at $209K in Q1 2019. 719 funds tracked by Wall St. Rank hold FTV as of Q1 2020.

  • Mission Wealth Management reported no remaining Fortive position as of Q1 2020 after selling out during the quarter.
  • Mission Wealth Management sold 4,245 Fortive shares in Q1 2020, an estimated $204K.
  • Mission Wealth Management first reported a position in Fortive in Q1 2019 and held it in 3 quarters.
  • Mission Wealth Management's Fortive position peaked at $209K in Q1 2019.
  • 719 funds tracked by Wall St. Rank held Fortive as of Q1 2020.

Based on Mission Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.