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Teamwork Financial Advisors’s Fortive FTV Stock Holding History

Teamwork Financial 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
2024
Q1 		– Sell
-16,744
Closed -$929K – 189
2023
Q4 		$929K Sell
16,744
-10,319
-38% -$544K 0.16% 69
2023
Q3 		$1.51M Buy
+27,063
New +$1.56M 0.25% 63

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 $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Teamwork Financial Advisors's FTV Position: Q1 2024 in Review

Teamwork Financial Advisors sold out of Fortive (FTV) in Q1 2024, closing a stake of 16,744 shares — an estimated $929K sold.

Teamwork Financial Advisors first reported a position in FTV in Q3 2023 and held it in 2 quarters. The position peaked at $1.51M in Q3 2023. 869 funds tracked by Wall St. Rank hold FTV as of Q1 2024.

  • Teamwork Financial Advisors reported no remaining Fortive position as of Q1 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 16,744 Fortive shares in Q1 2024, an estimated $929K.
  • Teamwork Financial Advisors first reported a position in Fortive in Q3 2023 and held it in 2 quarters.
  • Teamwork Financial Advisors's Fortive position peaked at $1.51M in Q3 2023.
  • 869 funds tracked by Wall St. Rank held Fortive as of Q1 2024.

Based on Teamwork Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.