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Wagner Wealth Management (South Carolina)’s Fortis FTS Stock Holding History

Wagner Wealth Management (South Carolina)’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
-200
Closed -$9K – 691
2021
Q1 		$9K Buy
+200
New +$8.2K 0.01% 477
2018
Q3 		$6K Hold
200
– – ﹤0.01% 478
2018
Q2 		$6K Hold
200
– – ﹤0.01% 449
2018
Q1 		$7K Hold
200
– – 0.01% 400
2017
Q4 		$19K Buy
+200
New +$7.38K 0.01% 309

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

Wagner Wealth Management (South Carolina)'s FTS Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Fortis (FTS) in Q2 2021, closing a stake of 200 shares — an estimated $9K sold.

Wagner Wealth Management (South Carolina) first reported a position in FTS in Q4 2017 and held it in 5 quarters. The position peaked at $19K in Q4 2017. 276 funds tracked by Wall St. Rank hold FTS as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Fortis position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 200 Fortis shares in Q2 2021, an estimated $9K.
  • Wagner Wealth Management (South Carolina) first reported a position in Fortis in Q4 2017 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Fortis position peaked at $19K in Q4 2017.
  • 276 funds tracked by Wall St. Rank held Fortis as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.