TFA
FTV icon

Toth Financial Advisory’s Fortive FTV Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-46
Closed -$2.6K – 755
2023
Q3 		$2.6K Buy
+46
New +$2.65K ﹤0.01% 609
2021
Q1 		– Sell
-4,480
Closed -$239K – 688
2020
Q4 		$239K Sell
4,480
-9,494
-68% -$488K 0.04% 183
2020
Q3 		$672K Buy
13,974
+3,134
+29% +$143K 0.13% 117
2020
Q2 		$463K Buy
10,840
+5,534
+104% +$216K 0.1% 121
2020
Q1 		$185K Buy
5,306
+420
+9% +$18.4K 0.05% 127
2019
Q4 		$235K Sell
4,886
-1,487
-23% -$67.2K 0.05% 158
2019
Q3 		$276K Sell
6,373
-3,432
-35% -$158K 0.06% 148
2019
Q2 		$504K Buy
9,805
+3,966
+68% +$206K 0.11% 105
2019
Q1 		$309K Buy
5,839
+1,702
+41% +$82.9K 0.07% 136
2018
Q4 		$177K Sell
4,137
-175
-4% -$8.22K 0.05% 130
2018
Q3 		$229K Buy
4,312
+2,132
+98% +$109K 0.05% 147
2018
Q2 		$106K Buy
2,180
+1,118
+105% +$53.4K 0.02% 169
2018
Q1 		$52K Sell
1,062
-48
-4% -$2.28K 0.01% 210
2017
Q4 		$51K Buy
+1,110
New +$50.8K 0.01% 208

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Toth Financial Advisory's FTV Position: Q4 2023 in Review

Toth Financial Advisory sold out of Fortive (FTV) in Q4 2023, closing a stake of 46 shares — an estimated $2.6K sold.

Toth Financial Advisory first reported a position in FTV in Q4 2017 and held it in 14 quarters. The position peaked at $672K in Q3 2020. 818 funds tracked by Wall St. Rank hold FTV as of Q4 2023.

  • Toth Financial Advisory reported no remaining Fortive position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 46 Fortive shares in Q4 2023, an estimated $2.6K.
  • Toth Financial Advisory first reported a position in Fortive in Q4 2017 and held it in 14 quarters.
  • Toth Financial Advisory's Fortive position peaked at $672K in Q3 2020.
  • 818 funds tracked by Wall St. Rank held Fortive as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.