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Resurgent Financial Advisors’s Fortive FTV Stock Holding History

Resurgent Financial 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
2023
Q3 		– Sell
-380
Closed -$21.4K – 501
2023
Q2 		$21.4K Buy
+380
New +$19.2K 0.01% 493

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 $145B AUM 22.78% 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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resurgent Financial Advisors's FTV Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Fortive (FTV) in Q3 2023, closing a stake of 380 shares — an estimated $21.4K sold.

Resurgent Financial Advisors first reported a position in FTV in Q2 2023 and held it in 1 quarter. The position peaked at $21.4K in Q2 2023. 774 funds tracked by Wall St. Rank hold FTV as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Fortive position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 380 Fortive shares in Q3 2023, an estimated $21.4K.
  • Resurgent Financial Advisors first reported a position in Fortive in Q2 2023 and held it in 1 quarter.
  • Resurgent Financial Advisors's Fortive position peaked at $21.4K in Q2 2023.
  • 774 funds tracked by Wall St. Rank held Fortive as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.