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Wealthcare Capital Management’s Fortive FTV Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-56
Closed -$3K – 301
2021
Q1 		$3K Buy
+56
New +$2.9K ﹤0.01% 482
2020
Q1 		– Sell
-49
Closed -$2K – 407
2019
Q4 		$2K Buy
+49
New +$2.21K ﹤0.01% 460
2016
Q4 		– Sell
-79
Closed -$3K – 196
2016
Q3 		$3K Buy
+79
New +$2.54K ﹤0.01% 161

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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

Wealthcare Capital Management's FTV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Fortive (FTV) in Q2 2021, closing a stake of 56 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in FTV in Q3 2016 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 738 funds tracked by Wall St. Rank hold FTV as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Fortive position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 56 Fortive shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Fortive in Q3 2016 and held it in 3 quarters.
  • Wealthcare Capital Management's Fortive position peaked at $3K in Q1 2021.
  • 738 funds tracked by Wall St. Rank held Fortive as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.