EverSource Wealth Advisors’s Forterra, Inc FRTA Stock Holding History

EverSource Wealth Advisors’s Portfolio FRTA Stock Details FRTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-371	Closed	-$9K	–	1914
2021 Q4	$9K	Buy	+371	New	+$8.83K	﹤0.01%	1030

Other funds holding FRTA

LSGA

Lone Star Global Acquisitions Hamilton, Bermuda $838M AUM 3.23% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

EverSource Wealth Advisors's FRTA Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of Forterra, Inc (FRTA) in Q1 2022, closing a stake of 371 shares — an estimated $9K sold.

EverSource Wealth Advisors first reported a position in FRTA in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 2 funds tracked by Wall St. Rank hold FRTA as of Q1 2022.

EverSource Wealth Advisors reported no remaining Forterra, Inc position as of Q1 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 371 Forterra, Inc shares in Q1 2022, an estimated $9K.
EverSource Wealth Advisors first reported a position in Forterra, Inc in Q4 2021 and held it in 1 quarter.
EverSource Wealth Advisors's Forterra, Inc position peaked at $9K in Q4 2021.
2 funds tracked by Wall St. Rank held Forterra, Inc as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.