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Perigon Wealth Management’s Fortive FTV Stock Holding History

Perigon 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
2021
Q1 		– Sell
-378
Closed -$20K – 699
2020
Q4 		$20K Buy
+378
New +$19.4K ﹤0.01% 1050
2017
Q2 		– Sell
-2,379
Closed -$90K – 596
2017
Q1 		$90K Sell
2,379
-220
-8% -$7.89K 0.02% 316
2016
Q4 		$96K Buy
+2,599
New +$86K 0.02% 292

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Perigon Wealth Management's FTV Position: Q1 2021 in Review

Perigon Wealth Management sold out of Fortive (FTV) in Q1 2021, closing a stake of 378 shares — an estimated $20K sold.

Perigon Wealth Management first reported a position in FTV in Q4 2016 and held it in 3 quarters. The position peaked at $96K in Q4 2016. 743 funds tracked by Wall St. Rank hold FTV as of Q1 2021.

  • Perigon Wealth Management reported no remaining Fortive position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 378 Fortive shares in Q1 2021, an estimated $20K.
  • Perigon Wealth Management first reported a position in Fortive in Q4 2016 and held it in 3 quarters.
  • Perigon Wealth Management's Fortive position peaked at $96K in Q4 2016.
  • 743 funds tracked by Wall St. Rank held Fortive as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.