Fortis Advisors’s Global X FTSE Southeast Asia ETF ASEA Stock Holding History

Fortis Advisors’s Portfolio ASEA Stock Details ASEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,000	Closed	-$14K	–	247
2021 Q2	$14K	Hold	1,000	–	–	0.01%	216
2021 Q1	$15K	Buy	+1,000	New	+$14.7K	0.01%	183

Other funds holding ASEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fortis Advisors's ASEA Position: Q3 2021 in Review

Fortis Advisors sold out of Global X FTSE Southeast Asia ETF (ASEA) in Q3 2021, closing a stake of 1,000 shares — an estimated $14K sold.

Fortis Advisors first reported a position in ASEA in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 12 funds tracked by Wall St. Rank hold ASEA as of Q3 2021.

Fortis Advisors reported no remaining Global X FTSE Southeast Asia ETF position as of Q3 2021 after selling out during the quarter.
Fortis Advisors sold 1,000 Global X FTSE Southeast Asia ETF shares in Q3 2021, an estimated $14K.
Fortis Advisors first reported a position in Global X FTSE Southeast Asia ETF in Q1 2021 and held it in 2 quarters.
Fortis Advisors's Global X FTSE Southeast Asia ETF position peaked at $15K in Q1 2021.
12 funds tracked by Wall St. Rank held Global X FTSE Southeast Asia ETF as of Q3 2021.

Based on Fortis Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.