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Vontobel Swiss Wealth Advisors’s Fortive FTV Stock Holding History

Vontobel Swiss 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
2020
Q4 		– Sell
-112,342
Closed -$5.26M – 75
2020
Q3 		$5.26M Buy
+112,342
New +$5.12M 3.67% 14

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's FTV Position: Q4 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Fortive (FTV) in Q4 2020, closing a stake of 112,342 shares — an estimated $5.26M sold.

Vontobel Swiss Wealth Advisors first reported a position in FTV in Q3 2020 and held it in 1 quarter. The position peaked at $5.26M in Q3 2020. 769 funds tracked by Wall St. Rank hold FTV as of Q4 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining Fortive position as of Q4 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 112,342 Fortive shares in Q4 2020, an estimated $5.26M.
  • Vontobel Swiss Wealth Advisors first reported a position in Fortive in Q3 2020 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Fortive position peaked at $5.26M in Q3 2020.
  • 769 funds tracked by Wall St. Rank held Fortive as of Q4 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.