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Next Financial Group’s Fortive FTV Stock Holding History

Next Financial 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
2021
Q4 		$59K Buy
1,031
+513
+99% +$29K ﹤0.01% 1401
2021
Q3 		$28K Buy
518
+266
+106% +$14.6K ﹤0.01% 1664
2021
Q2 		$13K Buy
252
+38
+18% +$2.05K ﹤0.01% 1891
2021
Q1 		$11K Sell
214
-123
-36% -$6.36K ﹤0.01% 1852
2020
Q4 		$18K Sell
337
-91
-21% -$4.68K ﹤0.01% 1572
2020
Q3 		$21K Buy
+428
New +$19.5K ﹤0.01% 1389
2020
Q1 		– Sell
-79
Closed -$4K – 2217
2019
Q4 		$4K Hold
79
– – ﹤0.01% 2014
2019
Q3 		$3K Hold
79
– – ﹤0.01% 2010
2019
Q2 		$4K Hold
79
– – ﹤0.01% 1943
2019
Q1 		$4K Sell
79
-132
-63% -$6.43K ﹤0.01% 1304
2018
Q4 		$9K Buy
211
+52
+33% +$2.44K ﹤0.01% 1375
2018
Q3 		$8K Buy
+159
New +$8.15K ﹤0.01% 1041
2017
Q4 		– Sell
-271
Closed -$12K – 663
2017
Q3 		$12K Sell
271
-270
-50% -$11.2K ﹤0.01% 1138
2017
Q2 		$22K Hold
541
– – 0.01% 1036
2017
Q1 		$22K Sell
541
-247
-31% -$8.86K 0.01% 1014
2016
Q4 		$27K Sell
788
-484
-38% -$16K ﹤0.01% 1232
2016
Q3 		$41K Buy
+1,272
New +$40.8K 0.01% 1038

Other funds holding FTV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Next Financial Group's FTV Position: Q4 2021 in Review

Next Financial Group increased its Fortive (FTV) stake by 99% in Q4 2021, buying an estimated $29K and bringing the position to 1,031 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Next Financial Group first reported a position in FTV in Q3 2016 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold FTV as of Q4 2021.

  • Next Financial Group held 1,031 shares of Fortive worth $59K as of Q4 2021.
  • Next Financial Group bought 513 Fortive shares in Q4 2021, an estimated $29K.
  • Fortive made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1401 holding.
  • Next Financial Group first reported a position in Fortive in Q3 2016 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Fortive as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.