VFA
FTS icon

Valeo Financial Advisors’s Fortis FTS Stock Holding History

Valeo Financial 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
Q2 		– Sell
-31
Closed -$1K – 998
2021
Q1 		$1K Buy
+31
New +$1.27K ﹤0.01% 1886
2020
Q3 		– Sell
-22
Closed -$1K – 1782
2020
Q2 		$1K Buy
+22
New +$839 ﹤0.01% 1876

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

Valeo Financial Advisors's FTS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Fortis (FTS) in Q2 2021, closing a stake of 31 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in FTS in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 276 funds tracked by Wall St. Rank hold FTS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Fortis position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 31 Fortis shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Fortis in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Fortis position peaked at $1K in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Fortis as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.