Safeguard Financial’s Fortive FTV Stock Holding History

Safeguard Financial’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	-8	Closed	-$1K	–	245
2023 Q2	$1K	Buy	+8	New	+$404	﹤0.01%	526

Other funds holding FTV

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Safeguard Financial's FTV Position: Q3 2023 in Review

Safeguard Financial sold out of Fortive (FTV) in Q3 2023, closing a stake of 8 shares — an estimated $1K sold.

Safeguard Financial first reported a position in FTV in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 775 funds tracked by Wall St. Rank hold FTV as of Q3 2023.

Safeguard Financial reported no remaining Fortive position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 8 Fortive shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Fortive in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Fortive position peaked at $1K in Q2 2023.
775 funds tracked by Wall St. Rank held Fortive as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.