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Sutton Wealth Advisors’s Fortive FTV Stock Holding History

Sutton Wealth Advisors’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 		$7.71K Buy
138
+36
+35% +$2.07K ﹤0.01% 518
2023
Q2 		$5.76K Hold
102
– – ﹤0.01% 545
2023
Q1 		$5.25K Sell
102
-1,778
-95% -$89.4K ﹤0.01% 514
2022
Q4 		$91K Sell
1,880
-6
-0.3% -$291 0.03% 261
2022
Q3 		$82.8K Sell
1,886
-9
-0.5% -$421 0.03% 271
2022
Q2 		$77.7K Buy
1,895
+1
+0.1% +$44 0.03% 278
2022
Q1 		$86.9K Buy
1,894
+44
+2% +$2.18K 0.03% 277
2021
Q4 		$106K Hold
1,850
– – 0.04% 251
2021
Q3 		$98.4K Buy
1,850
+5
+0.3% +$274 0.04% 249
2021
Q2 		$96.9K Hold
1,845
– – 0.04% 253
2021
Q1 		$98.2K Buy
1,845
+10
+0.5% +$517 0.04% 244
2020
Q4 		$97.9K Sell
1,835
-352
-16% -$18.1K 0.04% 228
2020
Q3 		$105K Buy
2,187
+15
+0.7% +$684 0.05% 209
2020
Q2 		$92.7K Sell
2,172
-59
-3% -$2.3K 0.05% 215
2020
Q1 		$77.7K Buy
2,231
+57
+3% +$2.49K 0.05% 211
2019
Q4 		$105K Hold
2,174
– – 0.05% 213
2019
Q3 		$94K Hold
2,174
– – 0.05% 218
2019
Q2 		$112K Sell
2,174
-18
-0.8% -$935 0.06% 194
2019
Q1 		$116K Buy
2,192
+23
+1% +$1.12K 0.07% 191
2018
Q4 		$92.6K Hold
2,169
– – 0.06% 200
2018
Q3 		$115K Hold
2,169
– – 0.08% 184
2018
Q2 		$105K Hold
2,169
– – 0.07% 193
2018
Q1 		$106K Hold
2,169
– – 0.08% 192
2017
Q4 		$99K Hold
2,169
– – 0.07% 196
2017
Q3 		$96.8K Hold
2,169
– – 0.07% 196
2017
Q2 		$86.7K Hold
2,169
– – 0.07% 204
2017
Q1 		$82.4K Hold
2,169
– – 0.07% 203
2016
Q4 		$73.4K Hold
2,169
– – 0.07% 210
2016
Q3 		$69.6K Buy
+2,169
New +$69.6K 0.06% 211

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's FTV Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Fortive (FTV) stake by 35% in Q3 2023, buying an estimated $2.07K and bringing the position to 138 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Sutton Wealth Advisors first reported a position in FTV in Q3 2016 and has held it in 29 quarters since. The position peaked at $116K in Q1 2019. 775 funds tracked by Wall St. Rank hold FTV as of Q3 2023.

  • Sutton Wealth Advisors held 138 shares of Fortive worth $7.71K as of Q3 2023.
  • Sutton Wealth Advisors bought 36 Fortive shares in Q3 2023, an estimated $2.07K.
  • Fortive made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #518 holding.
  • Sutton Wealth Advisors first reported a position in Fortive in Q3 2016 and has held it in 29 quarters since.
  • Sutton Wealth Advisors's Fortive position peaked at $116K in Q1 2019.
  • 775 funds tracked by Wall St. Rank held Fortive as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.