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National Wealth Management Group’s Fortive FTV Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-13,263
Closed -$544K – 136
2022
Q2 		$544K Buy
+13,263
New +$587K 0.69% 38

Other funds holding FTV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

National Wealth Management Group's FTV Position: Q3 2022 in Review

National Wealth Management Group sold out of Fortive (FTV) in Q3 2022, closing a stake of 13,263 shares — an estimated $544K sold.

National Wealth Management Group first reported a position in FTV in Q2 2022 and held it in 1 quarter. The position peaked at $544K in Q2 2022. 721 funds tracked by Wall St. Rank hold FTV as of Q3 2022.

  • National Wealth Management Group reported no remaining Fortive position as of Q3 2022 after selling out during the quarter.
  • National Wealth Management Group sold 13,263 Fortive shares in Q3 2022, an estimated $544K.
  • National Wealth Management Group first reported a position in Fortive in Q2 2022 and held it in 1 quarter.
  • National Wealth Management Group's Fortive position peaked at $544K in Q2 2022.
  • 721 funds tracked by Wall St. Rank held Fortive as of Q3 2022.

Based on National Wealth Management Group's 13F filing for Q3 2022, filed 17 Nov 2023.