Summit Wealth Group’s Fortive FTV Stock Holding History

Summit Wealth Group’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	–	Sell	-5	Closed	–	–	120
2021 Q2	$0	Hold	5	–	–	﹤0.01%	205
2021 Q1	$0	Buy	+5	New	+$259	﹤0.01%	195

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 $3.37T AUM 44.26% 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

Summit Wealth Group's FTV Position: Q3 2021 in Review

Summit Wealth Group sold out of Fortive (FTV) in Q3 2021, closing a stake of 5 shares.

Summit Wealth Group first reported a position in FTV in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 740 funds tracked by Wall St. Rank hold FTV as of Q3 2021.

Summit Wealth Group reported no remaining Fortive position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 5 Fortive shares in Q3 2021.
Summit Wealth Group first reported a position in Fortive in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Fortive position peaked at $0 in Q2 2021.
740 funds tracked by Wall St. Rank held Fortive as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.