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Liberty Wealth Management’s Fortis FTS Stock Holding History

Liberty Wealth 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
2020
Q3 		– Sell
-17
Closed -$1K – 893
2020
Q2 		$1K Hold
17
– – ﹤0.01% 784
2020
Q1 		$1K Buy
17
+3
+21% +$123 ﹤0.01% 801
2019
Q4 		$0 Buy
+14
New +$573 ﹤0.01% 926

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Liberty Wealth Management's FTS Position: Q3 2020 in Review

Liberty Wealth Management sold out of Fortis (FTS) in Q3 2020, closing a stake of 17 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in FTS in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 258 funds tracked by Wall St. Rank hold FTS as of Q3 2020.

  • Liberty Wealth Management reported no remaining Fortis position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 17 Fortis shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Fortis in Q4 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Fortis position peaked at $1K in Q2 2020.
  • 258 funds tracked by Wall St. Rank held Fortis as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.