Ropes Wealth Advisors’s Fortive FTV Stock Holding History

Ropes 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	-524	Closed	-$28K	–	450
2020 Q4	$28K	Sell	524 -237	-31%	-$12.2K	﹤0.01%	446
2020 Q3	$37K	Hold	761	–	–	0.01%	365
2020 Q2	$32K	Sell	761 -72	-9%	-$2.81K	0.01%	348
2020 Q1	$29K	Buy	833 +367	+79%	+$16K	0.01%	337
2019 Q4	$22K	Hold	466	–	–	﹤0.01%	407
2019 Q3	$20K	Buy	+466	New	+$21.5K	﹤0.01%	431
2018 Q4	–	Sell	-1,212	Closed	-$64K	–	510
2018 Q3	$64K	Hold	1,212	–	–	0.02%	315
2018 Q2	$59K	Hold	1,212	–	–	0.02%	336
2018 Q1	$59K	Hold	1,212	–	–	0.02%	316
2017 Q4	$55K	Sell	1,212 -263	-18%	-$12K	0.01%	338
2017 Q3	$66K	Buy	1,475 +99	+7%	+$4.12K	0.02%	299
2017 Q2	$55K	Buy	1,376 +164	+14%	+$6.45K	0.02%	318
2017 Q1	$46K	Hold	1,212	–	–	0.01%	340
2016 Q4	$41K	Buy	1,212 +99	+9%	+$3.27K	0.01%	337
2016 Q3	$36K	Buy	+1,113	New	+$35.7K	0.01%	307

Other funds holding FTV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return