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Wealthspire Advisors (New York)’s Fortis FTS Stock Holding History

Wealthspire Advisors (New York)’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
-12,464
Closed -$541K – 489
2021
Q1 		$541K Buy
12,464
+2,241
+22% +$91.8K 0.01% 374
2020
Q4 		$418K Buy
+10,223
New +$420K 0.01% 340

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

Wealthspire Advisors (New York)'s FTS Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Fortis (FTS) in Q2 2021, closing a stake of 12,464 shares — an estimated $541K sold.

Wealthspire Advisors (New York) first reported a position in FTS in Q4 2020 and held it in 2 quarters. The position peaked at $541K in Q1 2021. 276 funds tracked by Wall St. Rank hold FTS as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining Fortis position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 12,464 Fortis shares in Q2 2021, an estimated $541K.
  • Wealthspire Advisors (New York) first reported a position in Fortis in Q4 2020 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Fortis position peaked at $541K in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Fortis as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.