Sowell Financial Services’s Fortis FTS Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-182	Closed	-$8K	–	1328
2021 Q1	$8K	Sell	182 -18	-9%	-$738	﹤0.01%	2400
2020 Q4	$8K	Buy	200 +2	+1%	+$82	﹤0.01%	2106
2020 Q3	$8K	Buy	198 +2	+1%	+$80	﹤0.01%	1862
2020 Q2	$7K	Buy	196 +20	+11%	+$763	﹤0.01%	1795
2020 Q1	$7K	Sell	176 -18	-9%	-$738	﹤0.01%	1712
2019 Q4	$8K	Buy	194 +97	+100%	+$3.97K	﹤0.01%	1752
2019 Q3	$4K	Buy	+97	New	+$3.96K	﹤0.01%	1832

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Sowell Financial Services's FTS Position: Q2 2021 in Review

Sowell Financial Services sold out of Fortis (FTS) in Q2 2021, closing a stake of 182 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in FTS in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 276 funds tracked by Wall St. Rank hold FTS as of Q2 2021.

Sowell Financial Services reported no remaining Fortis position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 182 Fortis shares in Q2 2021, an estimated $8K.
Sowell Financial Services first reported a position in Fortis in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Fortis position peaked at $8K in Q1 2021.
276 funds tracked by Wall St. Rank held Fortis as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.