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Arkadios Wealth Advisors’s Fortis FTS Stock Holding History

Arkadios Wealth Advisors’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-414
Closed -$18K – 1021
2021
Q3 		$18K Sell
414
-254
-38% -$11.5K ﹤0.01% 1251
2021
Q2 		$29K Buy
668
+3
+0.5% +$135 ﹤0.01% 1132
2021
Q1 		$28K Buy
665
+415
+166% +$17K ﹤0.01% 868
2020
Q4 		$10K Buy
+250
New +$10.3K ﹤0.01% 953

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Arkadios Wealth Advisors's FTS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Fortis (FTS) in Q4 2021, closing a stake of 414 shares — an estimated $18K sold.

Arkadios Wealth Advisors first reported a position in FTS in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q2 2021. 271 funds tracked by Wall St. Rank hold FTS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Fortis position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 414 Fortis shares in Q4 2021, an estimated $18K.
  • Arkadios Wealth Advisors first reported a position in Fortis in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Fortis position peaked at $29K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Fortis as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.