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Wetzel Investment Advisors’s Fortive FTV Stock Holding History

Wetzel Investment Advisors’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
2024
Q2 		– Sell
-163
Closed -$9.86K – 970
2024
Q1 		$9.86K Buy
163
+59
+57% +$3.58K 0.01% 534
2023
Q4 		$6K Buy
+104
New +$5.48K ﹤0.01% 641

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wetzel Investment Advisors's FTV Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Fortive (FTV) in Q2 2024, closing a stake of 163 shares — an estimated $9.86K sold.

Wetzel Investment Advisors first reported a position in FTV in Q4 2023 and held it in 2 quarters. The position peaked at $9.86K in Q1 2024. 839 funds tracked by Wall St. Rank hold FTV as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Fortive position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 163 Fortive shares in Q2 2024, an estimated $9.86K.
  • Wetzel Investment Advisors first reported a position in Fortive in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's Fortive position peaked at $9.86K in Q1 2024.
  • 839 funds tracked by Wall St. Rank held Fortive as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.