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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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $139B AUM 29.06% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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 $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Intercontinental Wealth Advisors's FTS Position: Q3 2022 in Review

Intercontinental Wealth Advisors sold out of Fortis (FTS) in Q3 2022, closing a stake of 15,059 shares — an estimated $712K sold.

Intercontinental Wealth Advisors first reported a position in FTS in Q3 2018 and held it in 16 quarters. The position peaked at $745K in Q1 2022. 272 funds tracked by Wall St. Rank hold FTS as of Q3 2022.

  • Intercontinental Wealth Advisors reported no remaining Fortis position as of Q3 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 15,059 Fortis shares in Q3 2022, an estimated $712K.
  • Intercontinental Wealth Advisors first reported a position in Fortis in Q3 2018 and held it in 16 quarters.
  • Intercontinental Wealth Advisors's Fortis position peaked at $745K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held Fortis as of Q3 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.