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MPS Loria Financial Planners’s Fortive FTV Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-29
Closed -$1K – 283
2021
Q1 		$1K Hold
29
– – ﹤0.01% 499
2020
Q4 		$2K Buy
+29
New +$1.49K ﹤0.01% 463

Other funds holding FTV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 $3.38T AUM 44.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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

MPS Loria Financial Planners's FTV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Fortive (FTV) in Q2 2021, closing a stake of 29 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in FTV in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 738 funds tracked by Wall St. Rank hold FTV as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Fortive position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 29 Fortive shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Fortive in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Fortive position peaked at $2K in Q4 2020.
  • 738 funds tracked by Wall St. Rank held Fortive as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.