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Stonebridge Financial Planning Group’s Fortis FTS Stock Holding History

Stonebridge Financial Planning 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
2021
Q2 		– Sell
-338
Closed -$15K – 430
2021
Q1 		$15K Hold
338
– – 0.01% 327
2020
Q4 		$14K Hold
338
– – 0.01% 302
2020
Q3 		$14K Hold
338
– – 0.01% 291
2020
Q2 		$13K Hold
338
– – 0.01% 286
2020
Q1 		$13K Hold
338
– – 0.01% 282
2019
Q4 		$14K Buy
+338
New +$13.8K 0.01% 265

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Stonebridge Financial Planning Group's FTS Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of Fortis (FTS) in Q2 2021, closing a stake of 338 shares — an estimated $15K sold.

Stonebridge Financial Planning Group first reported a position in FTS in Q4 2019 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 276 funds tracked by Wall St. Rank hold FTS as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining Fortis position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 338 Fortis shares in Q2 2021, an estimated $15K.
  • Stonebridge Financial Planning Group first reported a position in Fortis in Q4 2019 and held it in 6 quarters.
  • Stonebridge Financial Planning Group's Fortis position peaked at $15K in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Fortis as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.