Ropes Wealth Advisors’s Fortis FTS Stock Holding History

Ropes 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
2021 Q1	–	Sell	-1,000	Closed	-$41K	–	449
2020 Q4	$41K	Hold	1,000	–	–	0.01%	408
2020 Q3	$41K	Hold	1,000	–	–	0.01%	356
2020 Q2	$38K	Hold	1,000	–	–	0.01%	332
2020 Q1	$39K	Hold	1,000	–	–	0.01%	302
2019 Q4	$42K	Hold	1,000	–	–	0.01%	347
2019 Q3	$42K	Hold	1,000	–	–	0.01%	353
2019 Q2	$39K	Buy	+1,000	New	+$37.8K	0.01%	361
2018 Q1	–	Sell	-26	Closed	-$1K	–	656
2017 Q4	$1K	Buy	+26	New	+$959	﹤0.01%	758

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Ropes Wealth Advisors's FTS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Fortis (FTS) in Q1 2021, closing a stake of 1,000 shares — an estimated $41K sold.

Ropes Wealth Advisors first reported a position in FTS in Q4 2017 and held it in 8 quarters. The position peaked at $42K in Q4 2019. 267 funds tracked by Wall St. Rank hold FTS as of Q1 2021.

Ropes Wealth Advisors reported no remaining Fortis position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,000 Fortis shares in Q1 2021, an estimated $41K.
Ropes Wealth Advisors first reported a position in Fortis in Q4 2017 and held it in 8 quarters.
Ropes Wealth Advisors's Fortis position peaked at $42K in Q4 2019.
267 funds tracked by Wall St. Rank held Fortis as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.