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Intercontinental Wealth Advisors’s Fortis FTS Stock Holding History

Intercontinental 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
Q3 		– Sell
-15,059
Closed -$712K – 271
2022
Q2 		$712K Hold
15,059
– – 0.19% 109
2022
Q1 		$745K Sell
15,059
-42
-0.3% -$1.97K 0.17% 122
2021
Q4 		$729K Buy
15,101
+1,117
+8% +$50.6K 0.15% 129
2021
Q3 		$620K Sell
13,984
-138
-1% -$6.25K 0.14% 140
2021
Q2 		$626K Buy
14,122
+383
+3% +$17.3K 0.12% 148
2021
Q1 		$596K Buy
13,739
+1,345
+11% +$55.1K 0.13% 140
2020
Q4 		$506K Buy
12,394
+2,162
+21% +$88.8K 0.12% 145
2020
Q3 		$417K Buy
10,232
+133
+1% +$5.31K 0.12% 128
2020
Q2 		$383K Buy
10,099
+779
+8% +$29.7K 0.12% 123
2020
Q1 		$355K Buy
9,320
+4,065
+77% +$167K 0.19% 105
2019
Q4 		$226K Sell
5,255
-4,222
-45% -$173K 0.19% 93
2019
Q3 		$401K Sell
9,477
-640
-6% -$26.1K 0.25% 70
2019
Q2 		$400K Sell
10,117
-386
-4% -$14.6K 0.21% 72
2019
Q1 		$388K Buy
10,503
+554
+6% +$19.7K 0.19% 75
2018
Q4 		$332K Sell
9,949
-794
-7% -$26.7K 0.19% 78
2018
Q3 		$348K Buy
+10,743
New +$350K 0.17% 86

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $75.5B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return