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TFO Wealth Partners’s Fortive FTV Stock Holding History

TFO Wealth Partners’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
Closed -$430 – 323
2024
Q1 		$430 Sell
7
-6
-46% -$364 ﹤0.01% 293
2023
Q4 		$736 Sell
13
-4
-24% -$211 ﹤0.01% 250
2023
Q3 		$972 Buy
17
+10
+143% +$575 ﹤0.01% 290
2023
Q2 		$374 Hold
7
– – ﹤0.01% 343
2023
Q1 		$341 Buy
7
+6
+600% +$302 ﹤0.01% 341
2022
Q4 		$49 Buy
+1
New +$48 ﹤0.01% 856

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

TFO Wealth Partners's FTV Position: Q2 2024 in Review

TFO Wealth Partners sold out of Fortive (FTV) in Q2 2024, closing a stake of 7 shares — an estimated $430 sold.

TFO Wealth Partners first reported a position in FTV in Q4 2022 and held it in 6 quarters. The position peaked at $972 in Q3 2023. 837 funds tracked by Wall St. Rank hold FTV as of Q2 2024.

  • TFO Wealth Partners reported no remaining Fortive position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Fortive shares in Q2 2024, an estimated $430.
  • TFO Wealth Partners first reported a position in Fortive in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Fortive position peaked at $972 in Q3 2023.
  • 837 funds tracked by Wall St. Rank held Fortive as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.