SkyOak Wealth’s Fortive FTV Stock Holding History

SkyOak Wealth’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
2020 Q1	–	Sell	-4,266	Closed	-$205K	–	246
2019 Q4	$205K	Buy	+4,266	New	+$193K	0.06%	286

Other funds holding FTV

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

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

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

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

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

SkyOak Wealth's FTV Position: Q1 2020 in Review

SkyOak Wealth sold out of Fortive (FTV) in Q1 2020, closing a stake of 4,266 shares — an estimated $205K sold.

SkyOak Wealth first reported a position in FTV in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 719 funds tracked by Wall St. Rank hold FTV as of Q1 2020.

SkyOak Wealth reported no remaining Fortive position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 4,266 Fortive shares in Q1 2020, an estimated $205K.
SkyOak Wealth first reported a position in Fortive in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Fortive position peaked at $205K in Q4 2019.
719 funds tracked by Wall St. Rank held Fortive as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.