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Turtle Creek Wealth Advisors’s Fortive FTV Stock Holding History

Turtle Creek Wealth 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
-69
Closed -$3.83K – 431
2023
Q4 		$3.83K Buy
+69
New +$3.64K ﹤0.01% 688

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

Turtle Creek Wealth Advisors's FTV Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Fortive (FTV) in Q1 2024, closing a stake of 69 shares — an estimated $3.83K sold.

Turtle Creek Wealth Advisors first reported a position in FTV in Q4 2023 and held it in 1 quarter. The position peaked at $3.83K in Q4 2023. 869 funds tracked by Wall St. Rank hold FTV as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Fortive position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 69 Fortive shares in Q1 2024, an estimated $3.83K.
  • Turtle Creek Wealth Advisors first reported a position in Fortive in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Fortive position peaked at $3.83K in Q4 2023.
  • 869 funds tracked by Wall St. Rank held Fortive as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.