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WealthShield Partners’s Fortis FTS Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-4,754
Closed -$419K – 418
2021
Q2 		$419K Buy
4,754
+4,591
+2,817% +$207K 0.07% 174
2021
Q1 		$7K Buy
+163
New +$6.68K ﹤0.01% 889

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

WealthShield Partners's FTS Position: Q3 2021 in Review

WealthShield Partners sold out of Fortis (FTS) in Q3 2021, closing a stake of 4,754 shares — an estimated $419K sold.

WealthShield Partners first reported a position in FTS in Q1 2021 and held it in 2 quarters. The position peaked at $419K in Q2 2021. 255 funds tracked by Wall St. Rank hold FTS as of Q3 2021.

  • WealthShield Partners reported no remaining Fortis position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 4,754 Fortis shares in Q3 2021, an estimated $419K.
  • WealthShield Partners first reported a position in Fortis in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Fortis position peaked at $419K in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Fortis as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.