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Bromfield Sneider Wealth Advisors’s Fortis FTS Stock Holding History

Bromfield Sneider 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
2022
Q2 		– Sell
-235
Closed -$12K – 102
2022
Q1 		$12K Buy
+235
New +$11K 0.01% 98

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's FTS Position: Q2 2022 in Review

Bromfield Sneider Wealth Advisors sold out of Fortis (FTS) in Q2 2022, closing a stake of 235 shares — an estimated $12K sold.

Bromfield Sneider Wealth Advisors first reported a position in FTS in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 286 funds tracked by Wall St. Rank hold FTS as of Q2 2022.

  • Bromfield Sneider Wealth Advisors reported no remaining Fortis position as of Q2 2022 after selling out during the quarter.
  • Bromfield Sneider Wealth Advisors sold 235 Fortis shares in Q2 2022, an estimated $12K.
  • Bromfield Sneider Wealth Advisors first reported a position in Fortis in Q1 2022 and held it in 1 quarter.
  • Bromfield Sneider Wealth Advisors's Fortis position peaked at $12K in Q1 2022.
  • 286 funds tracked by Wall St. Rank held Fortis as of Q2 2022.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.