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Financial Advocates Investment Management’s Fortis FTS Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-7,204
Closed -$420K – 757
2021
Q4 		$420K Buy
+7,204
New +$326K 0.03% 532
2021
Q2 		– Sell
-8,872
Closed -$463K – 774
2021
Q1 		$463K Buy
+8,872
New +$364K 0.03% 499

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Financial Advocates Investment Management's FTS Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Fortis (FTS) in Q1 2022, closing a stake of 7,204 shares — an estimated $420K sold.

Financial Advocates Investment Management first reported a position in FTS in Q1 2021 and held it in 2 quarters. The position peaked at $463K in Q1 2021. 274 funds tracked by Wall St. Rank hold FTS as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Fortis position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,204 Fortis shares in Q1 2022, an estimated $420K.
  • Financial Advocates Investment Management first reported a position in Fortis in Q1 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's Fortis position peaked at $463K in Q1 2021.
  • 274 funds tracked by Wall St. Rank held Fortis as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.