PFG Private Wealth Management’s Fortis FTS Stock Holding History

PFG Private 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
2023 Q1	–	Sell	-77	Closed	-$3K	–	326
2022 Q4	$3K	Hold	77	–	–	﹤0.01%	262
2022 Q3	$3K	Hold	77	–	–	﹤0.01%	260
2022 Q2	$4K	Hold	77	–	–	﹤0.01%	236
2022 Q1	$4K	Hold	77	–	–	﹤0.01%	236
2021 Q4	$4K	Hold	77	–	–	﹤0.01%	238
2021 Q3	$3K	Buy	+77	New	+$3.49K	﹤0.01%	246

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

PFG Private Wealth Management's FTS Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Fortis (FTS) in Q1 2023, closing a stake of 77 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in FTS in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 275 funds tracked by Wall St. Rank hold FTS as of Q1 2023.

PFG Private Wealth Management reported no remaining Fortis position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 77 Fortis shares in Q1 2023, an estimated $3K.
PFG Private Wealth Management first reported a position in Fortis in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Fortis position peaked at $4K in Q2 2022.
275 funds tracked by Wall St. Rank held Fortis as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.