Triad Wealth Partners’s Fortive FTV Stock Holding History

Triad 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 Q3	–	Sell	-69	Closed	-$3.86K	–	363
2024 Q2	$3.86K	Buy	+69	New	+$4.01K	﹤0.01%	628

Other funds holding FTV

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Triad Wealth Partners's FTV Position: Q3 2024 in Review

Triad Wealth Partners sold out of Fortive (FTV) in Q3 2024, closing a stake of 69 shares — an estimated $3.86K sold.

Triad Wealth Partners first reported a position in FTV in Q2 2024 and held it in 1 quarter. The position peaked at $3.86K in Q2 2024. 847 funds tracked by Wall St. Rank hold FTV as of Q3 2024.

Triad Wealth Partners reported no remaining Fortive position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 69 Fortive shares in Q3 2024, an estimated $3.86K.
Triad Wealth Partners first reported a position in Fortive in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Fortive position peaked at $3.86K in Q2 2024.
847 funds tracked by Wall St. Rank held Fortive as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.