Principal Financial Group
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Principal Financial Group’s Fortis FTS Stock Holding History

Principal Financial Group’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
-11,950
Closed -$564K – 2525
2022
Q2 		$564K Sell
11,950
-837
-7% -$41K ﹤0.01% 2032
2022
Q1 		$633K Buy
+12,787
New +$600K ﹤0.01% 2067
2019
Q3 		– Sell
-710,571
Closed -$28M – 2251
2019
Q2 		$28M Sell
710,571
-98,038
-12% -$3.71M 0.03% 580
2019
Q1 		$29.9M Buy
808,609
+5,114
+0.6% +$182K 0.03% 548
2018
Q4 		$26.8M Sell
803,495
-48,665
-6% -$1.64M 0.03% 551
2018
Q3 		$27.6M Sell
852,160
-1,594
-0.2% -$51.9K 0.02% 653
2018
Q2 		$27.2M Buy
853,754
+3,847
+0.5% +$125K 0.03% 626
2018
Q1 		$28.7M Buy
849,907
+24,689
+3% +$837K 0.03% 591
2017
Q4 		$30.3M Sell
825,218
-39,800
-5% -$1.47M 0.03% 588
2017
Q3 		$30.9M Buy
865,018
+13,940
+2% +$503K 0.03% 562
2017
Q2 		$29.9M Buy
851,078
+550,545
+183% +$18.3M 0.03% 567
2017
Q1 		$9.97M Buy
300,533
+32,631
+12% +$1.04M 0.01% 1196
2016
Q4 		$8.27M Buy
+267,902
New +$8.31M 0.01% 1288

Other funds holding FTS

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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

Principal Financial Group's FTS Position: Q3 2022 in Review

Principal Financial Group sold out of Fortis (FTS) in Q3 2022, closing a stake of 11,950 shares — an estimated $564K sold.

Principal Financial Group first reported a position in FTS in Q4 2016 and held it in 13 quarters. The position peaked at $30.9M in Q3 2017. 272 funds tracked by Wall St. Rank hold FTS as of Q3 2022.

  • Principal Financial Group reported no remaining Fortis position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 11,950 Fortis shares in Q3 2022, an estimated $564K.
  • Principal Financial Group first reported a position in Fortis in Q4 2016 and held it in 13 quarters.
  • Principal Financial Group's Fortis position peaked at $30.9M in Q3 2017.
  • 272 funds tracked by Wall St. Rank held Fortis as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.