WWP
FTV icon

WR Wealth Planners’s Fortive FTV Stock Holding History

WR Wealth Planners’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
Q4 		$3.9K Hold
69
– – ﹤0.01% 744
2024
Q3 		$4.1K Buy
69
+13
+23% +$715 ﹤0.01% 778
2024
Q2 		$3.11K Buy
56
+20
+56% +$1.16K ﹤0.01% 797
2024
Q1 		$2.32K Buy
+36
New +$2.19K ﹤0.01% 851

Other funds holding FTV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

WR Wealth Planners's FTV Position: Q4 2024 in Review

WR Wealth Planners held its Fortive (FTV) position steady in Q4 2024 at 69 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

WR Wealth Planners first reported a position in FTV in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.1K in Q3 2024. 855 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

  • WR Wealth Planners held 69 shares of Fortive worth $3.9K as of Q4 2024.
  • WR Wealth Planners left its Fortive share count unchanged in Q4 2024.
  • Fortive made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #744 holding.
  • WR Wealth Planners first reported a position in Fortive in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Fortive position peaked at $4.1K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.