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SYSTM Wealth Solutions’s Fortive FTV Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-7,454
Closed -$483K – 781
2024
Q1 		$483K Buy
7,454
+442
+6% +$26.8K 0.06% 288
2023
Q4 		$389K Buy
7,012
+163
+2% +$8.6K 0.05% 295
2023
Q3 		$383K Sell
6,849
-61
-0.9% -$3.51K 0.06% 323
2023
Q2 		$389K Buy
6,910
+1,176
+21% +$59.4K 0.05% 352
2023
Q1 		$295K Buy
+5,734
New +$288K 0.05% 379

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SYSTM Wealth Solutions's FTV Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Fortive (FTV) in Q2 2024, closing a stake of 7,454 shares — an estimated $483K sold.

SYSTM Wealth Solutions first reported a position in FTV in Q1 2023 and held it in 5 quarters. The position peaked at $483K in Q1 2024. 834 funds tracked by Wall St. Rank hold FTV as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Fortive position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 7,454 Fortive shares in Q2 2024, an estimated $483K.
  • SYSTM Wealth Solutions first reported a position in Fortive in Q1 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Fortive position peaked at $483K in Q1 2024.
  • 834 funds tracked by Wall St. Rank held Fortive as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.