Tradition Wealth Management’s Fortive FTV Stock Holding History

Tradition Wealth Management’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	-81	Closed	-$5K	–	684
2023 Q4	$5K	Hold	81	–	–	﹤0.01%	1149
2023 Q3	$5K	Hold	81	–	–	﹤0.01%	1175
2023 Q2	$5K	Hold	81	–	–	﹤0.01%	1207
2023 Q1	$4K	Sell	81 -7	-8%	-$352	﹤0.01%	1206
2022 Q4	$4K	Buy	88 +7	+9%	+$339	﹤0.01%	1083
2022 Q3	$4K	Hold	81	–	–	﹤0.01%	1107
2022 Q2	$3K	Hold	81	–	–	﹤0.01%	1041
2022 Q1	$4K	Hold	81	–	–	﹤0.01%	1071
2021 Q4	$5K	Hold	81	–	–	﹤0.01%	1049
2021 Q3	$4K	Sell	81 -3,279	-98%	-$179K	﹤0.01%	1071
2021 Q2	$177K	Buy	+3,360	New	+$181K	0.03%	301
2021 Q1	–	Sell	-80	Closed	-$4K	–	877
2020 Q4	$4K	Buy	+80	New	+$4.11K	﹤0.01%	870

Other funds holding FTV

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 New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return