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Sowell Financial Services’s Fortive FTV Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-564
Closed -$31K – 1330
2021
Q1 		$31K Buy
564
+455
+417% +$23.5K ﹤0.01% 1855
2020
Q4 		$6K Sell
109
-53
-33% -$2.73K ﹤0.01% 2201
2020
Q3 		$8K Sell
162
-57
-26% -$2.6K ﹤0.01% 1863
2020
Q2 		$9K Sell
219
-43
-16% -$1.68K ﹤0.01% 1725
2020
Q1 		$9K Sell
262
-299
-53% -$13.1K ﹤0.01% 1628
2019
Q4 		$27K Sell
561
-793
-59% -$35.8K ﹤0.01% 1326
2019
Q3 		$59K Buy
+1,354
New +$62.4K ﹤0.01% 957

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's FTV Position: Q2 2021 in Review

Sowell Financial Services sold out of Fortive (FTV) in Q2 2021, closing a stake of 564 shares — an estimated $31K sold.

Sowell Financial Services first reported a position in FTV in Q3 2019 and held it in 7 quarters. The position peaked at $59K in Q3 2019. 738 funds tracked by Wall St. Rank hold FTV as of Q2 2021.

  • Sowell Financial Services reported no remaining Fortive position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 564 Fortive shares in Q2 2021, an estimated $31K.
  • Sowell Financial Services first reported a position in Fortive in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Fortive position peaked at $59K in Q3 2019.
  • 738 funds tracked by Wall St. Rank held Fortive as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.