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Kestra Private Wealth Services’s Fortis FTS Stock Holding History

Kestra Private Wealth Services’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
2020
Q4 		– Sell
-12,209
Closed -$499K – 758
2020
Q3 		$499K Buy
+12,209
New +$487K 0.04% 379

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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Kestra Private Wealth Services's FTS Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of Fortis (FTS) in Q4 2020, closing a stake of 12,209 shares — an estimated $499K sold.

Kestra Private Wealth Services first reported a position in FTS in Q3 2020 and held it in 1 quarter. The position peaked at $499K in Q3 2020. 265 funds tracked by Wall St. Rank hold FTS as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining Fortis position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 12,209 Fortis shares in Q4 2020, an estimated $499K.
  • Kestra Private Wealth Services first reported a position in Fortis in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's Fortis position peaked at $499K in Q3 2020.
  • 265 funds tracked by Wall St. Rank held Fortis as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.