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Sterling Financial Planning’s Fortis FTS Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-500
Closed -$22K – 212
2021
Q3 		$22K Hold
500
– – 0.01% 256
2021
Q2 		$22K Buy
+500
New +$22.5K 0.01% 245

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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sterling Financial Planning's FTS Position: Q4 2021 in Review

Sterling Financial Planning sold out of Fortis (FTS) in Q4 2021, closing a stake of 500 shares — an estimated $22K sold.

Sterling Financial Planning first reported a position in FTS in Q2 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 271 funds tracked by Wall St. Rank hold FTS as of Q4 2021.

  • Sterling Financial Planning reported no remaining Fortis position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 500 Fortis shares in Q4 2021, an estimated $22K.
  • Sterling Financial Planning first reported a position in Fortis in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's Fortis position peaked at $22K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Fortis as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.