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Walled Lake Planning & Wealth Management’s Fortive FTV Stock Holding History

Walled Lake Planning & 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
2020
Q2 		– Sell
-95
Closed -$3K – 344
2020
Q1 		$3K Sell
95
-477
-83% -$20.8K ﹤0.01% 257
2019
Q4 		$28K Buy
+572
New +$25.8K 0.02% 145

Other funds holding FTV

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FTV Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Fortive (FTV) in Q2 2020, closing a stake of 95 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in FTV in Q4 2019 and held it in 2 quarters. The position peaked at $28K in Q4 2019. 722 funds tracked by Wall St. Rank hold FTV as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Fortive position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 95 Fortive shares in Q2 2020, an estimated $3K.
  • Walled Lake Planning & Wealth Management first reported a position in Fortive in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Fortive position peaked at $28K in Q4 2019.
  • 722 funds tracked by Wall St. Rank held Fortive as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.