Sonora Investment Management’s Fortive FTV Stock Holding History

Sonora Investment Management’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 Q3	$14K	Buy	+265	New	+$14.5K	﹤0.01%	714
2019 Q3	–	Sell	-114	Closed	-$6K	–	1759
2019 Q2	$6K	Buy	+114	New	+$5.92K	﹤0.01%	1328
2019 Q1	–	Sell	-476	Closed	-$20K	–	1507
2018 Q4	$20K	Hold	476	–	–	﹤0.01%	641
2018 Q3	$25K	Hold	476	–	–	﹤0.01%	569
2018 Q2	$23K	Hold	476	–	–	﹤0.01%	562
2018 Q1	$23.3K	Hold	476	–	–	﹤0.01%	532
2017 Q4	$21.7K	Hold	476	–	–	﹤0.01%	567
2017 Q3	$21.2K	Sell	476 -19	-4%	-$791	﹤0.01%	527
2017 Q2	$19.8K	Buy	495 +476	+2,505%	+$18.7K	﹤0.01%	537
2017 Q1	$723	Hold	19	–	–	﹤0.01%	894
2016 Q4	$644	Hold	19	–	–	﹤0.01%	815
2016 Q3	$611	Buy	+19	New	+$610	﹤0.01%	800

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

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

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

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

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

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

Sonora Investment Management's FTV Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Fortive (FTV) in Q3 2021: 265 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in FTV as recently as Q2 2019.

Sonora Investment Management first reported a position in FTV in Q3 2016 and has held it in 12 quarters since. The position peaked at $25K in Q3 2018. 740 funds tracked by Wall St. Rank hold FTV as of Q3 2021.

Sonora Investment Management held 265 shares of Fortive worth $14K as of Q3 2021.
Fortive was a new Sonora Investment Management position in Q3 2021.
Fortive made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #714 holding.
Sonora Investment Management first reported a position in Fortive in Q3 2016 and has held it in 12 quarters since.
Sonora Investment Management's Fortive position peaked at $25K in Q3 2018.
740 funds tracked by Wall St. Rank held Fortive as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.