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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ropes Wealth Advisors's FTV Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Fortive (FTV) in Q1 2021, closing a stake of 524 shares — an estimated $28K sold.

Ropes Wealth Advisors first reported a position in FTV in Q3 2016 and held it in 15 quarters. The position peaked at $66K in Q3 2017. 743 funds tracked by Wall St. Rank hold FTV as of Q1 2021.

Ropes Wealth Advisors reported no remaining Fortive position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 524 Fortive shares in Q1 2021, an estimated $28K.
Ropes Wealth Advisors first reported a position in Fortive in Q3 2016 and held it in 15 quarters.
Ropes Wealth Advisors's Fortive position peaked at $66K in Q3 2017.
743 funds tracked by Wall St. Rank held Fortive as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.