PWP
FTV icon

Principle Wealth Partners’s Fortive FTV Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-1,744
Closed -$74K – 257
2020
Q2 		$74K Buy
+1,744
New +$68K 0.02% 241

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principle Wealth Partners's FTV Position: Q3 2020 in Review

Principle Wealth Partners sold out of Fortive (FTV) in Q3 2020, closing a stake of 1,744 shares — an estimated $74K sold.

Principle Wealth Partners first reported a position in FTV in Q2 2020 and held it in 1 quarter. The position peaked at $74K in Q2 2020. 748 funds tracked by Wall St. Rank hold FTV as of Q3 2020.

  • Principle Wealth Partners reported no remaining Fortive position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,744 Fortive shares in Q3 2020, an estimated $74K.
  • Principle Wealth Partners first reported a position in Fortive in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Fortive position peaked at $74K in Q2 2020.
  • 748 funds tracked by Wall St. Rank held Fortive as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.