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WealthPLAN Partners’s Fortive FTV Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-334
Closed -$18.8K – 599
2023
Q2 		$18.8K Hold
334
– – ﹤0.01% 692
2023
Q1 		$17.2K Buy
+334
New +$16.8K ﹤0.01% 760
2016
Q3 		$15.2K Buy
+476
New +$15.3K 0.01% 531

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's FTV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fortive (FTV) in Q3 2023, closing a stake of 334 shares — an estimated $18.8K sold.

WealthPLAN Partners first reported a position in FTV in Q3 2016 and held it in 3 quarters. The position peaked at $18.8K in Q2 2023. 775 funds tracked by Wall St. Rank hold FTV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Fortive position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 334 Fortive shares in Q3 2023, an estimated $18.8K.
  • WealthPLAN Partners first reported a position in Fortive in Q3 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Fortive position peaked at $18.8K in Q2 2023.
  • 775 funds tracked by Wall St. Rank held Fortive as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.