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Wealthspire Advisors (Maryland)’s Fortive FTV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-4,903
Closed -$209K – 515
2020
Q2 		$209K Buy
+4,903
New +$191K 0.02% 413
2020
Q1 		– Sell
-6,640
Closed -$320K – 459
2019
Q4 		$320K Sell
6,640
-20
-0.3% -$903 0.02% 364
2019
Q3 		$288K Sell
6,660
-249
-4% -$11.5K 0.02% 354
2019
Q2 		$355K Sell
6,909
-75
-1% -$3.89K 0.03% 314
2019
Q1 		$369K Sell
6,984
-325
-4% -$15.8K 0.03% 308
2018
Q4 		$312K Sell
7,309
-3,343
-31% -$157K 0.03% 316
2018
Q3 		$566K Buy
10,652
+3,082
+41% +$158K 0.05% 223
2018
Q2 		$368K Sell
7,570
-751
-9% -$35.9K 0.03% 307
2018
Q1 		$407K Sell
8,321
-98
-1% -$4.66K 0.04% 289
2017
Q4 		$384K Sell
8,419
-5
-0.1% -$229 0.04% 317
2017
Q3 		$376K Buy
8,424
+360
+4% +$15K 0.04% 305
2017
Q2 		$322K Sell
8,064
-2,212
-22% -$87.1K 0.04% 331
2017
Q1 		$390K Buy
10,276
+2,112
+26% +$75.7K 0.06% 235
2016
Q4 		$276K Sell
8,164
-1,130
-12% -$37.4K 0.04% 298
2016
Q3 		$298K Buy
+9,294
New +$298K 0.05% 278

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FTV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Fortive (FTV) in Q3 2020, closing a stake of 4,903 shares — an estimated $209K sold.

Wealthspire Advisors (Maryland) first reported a position in FTV in Q3 2016 and held it in 15 quarters. The position peaked at $566K in Q3 2018. 748 funds tracked by Wall St. Rank hold FTV as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Fortive position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,903 Fortive shares in Q3 2020, an estimated $209K.
  • Wealthspire Advisors (Maryland) first reported a position in Fortive in Q3 2016 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Fortive position peaked at $566K in Q3 2018.
  • 748 funds tracked by Wall St. Rank held Fortive as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.