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Pinnacle Wealth Management’s Fortive FTV Stock Holding History

Pinnacle 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
2023
Q4 		– Sell
-29,207
Closed -$1.63M – 38
2023
Q3 		$1.63M Buy
+29,207
New +$1.68M 1.98% 23

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Management's FTV Position: Q4 2023 in Review

Pinnacle Wealth Management sold out of Fortive (FTV) in Q4 2023, closing a stake of 29,207 shares — an estimated $1.63M sold.

Pinnacle Wealth Management first reported a position in FTV in Q3 2023 and held it in 1 quarter. The position peaked at $1.63M in Q3 2023. 818 funds tracked by Wall St. Rank hold FTV as of Q4 2023.

  • Pinnacle Wealth Management reported no remaining Fortive position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Wealth Management sold 29,207 Fortive shares in Q4 2023, an estimated $1.63M.
  • Pinnacle Wealth Management first reported a position in Fortive in Q3 2023 and held it in 1 quarter.
  • Pinnacle Wealth Management's Fortive position peaked at $1.63M in Q3 2023.
  • 818 funds tracked by Wall St. Rank held Fortive as of Q4 2023.

Based on Pinnacle Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.