WKWM
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Walter & Keenan Wealth Management’s Fortive FTV Stock Holding History

Walter & Keenan 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
-121,922
Closed -$4.23M – 159
2020
Q1 		$4.23M Buy
+121,922
New +$5.33M 1.68% 14

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Walter & Keenan Wealth Management's FTV Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Fortive (FTV) in Q2 2020, closing a stake of 121,922 shares — an estimated $4.23M sold.

Walter & Keenan Wealth Management first reported a position in FTV in Q1 2020 and held it in 1 quarter. The position peaked at $4.23M in Q1 2020. 721 funds tracked by Wall St. Rank hold FTV as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Fortive position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 121,922 Fortive shares in Q2 2020, an estimated $4.23M.
  • Walter & Keenan Wealth Management first reported a position in Fortive in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Fortive position peaked at $4.23M in Q1 2020.
  • 721 funds tracked by Wall St. Rank held Fortive as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.