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Regent Peak Wealth Advisors’s Fortive FTV Stock Holding History

Regent Peak Wealth Advisors’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
-665
Closed -$35K – 456
2020
Q4 		$35K Buy
+665
New +$34.2K 0.01% 354

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 $3.38T AUM 44.17% 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

Regent Peak Wealth Advisors's FTV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Fortive (FTV) in Q1 2021, closing a stake of 665 shares — an estimated $35K sold.

Regent Peak Wealth Advisors first reported a position in FTV in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 743 funds tracked by Wall St. Rank hold FTV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Fortive position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 665 Fortive shares in Q1 2021, an estimated $35K.
  • Regent Peak Wealth Advisors first reported a position in Fortive in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Fortive position peaked at $35K in Q4 2020.
  • 743 funds tracked by Wall St. Rank held Fortive as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.