Advisor Partners’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$341K Buy
7,215
+959
+15% +$47K 0.02% 597
2022
Q1
$310K Sell
6,256
-111
-2% -$5.21K 0.02% 662
2021
Q4
$308K Sell
6,367
-478
-7% -$21.6K 0.02% 658
2021
Q3
$303K Buy
6,845
+160
+2% +$7.24K 0.02% 646
2021
Q2
$296K Buy
6,685
+244
+4% +$11K 0.02% 654
2021
Q1
$279K Buy
6,441
+403
+7% +$16.5K 0.02% 659
2020
Q4
$246K Sell
6,038
-283
-4% -$11.6K 0.02% 640
2020
Q3
$258K Buy
6,321
+333
+6% +$13.3K 0.02% 568
2020
Q2
$228K Buy
5,988
+218
+4% +$8.31K 0.02% 598
2020
Q1
$222K Sell
5,770
-164
-3% -$6.72K 0.03% 518
2019
Q4
$251K Sell
5,934
-580
-9% -$23.7K 0.03% 544
2019
Q3
$276K Buy
6,514
+818
+14% +$33.4K 0.03% 502
2019
Q2
$225K Sell
5,696
-40
-0.7% -$1.51K 0.03% 568
2019
Q1
$212K Buy
+5,736
New +$204K 0.03% 579

Other funds holding FTS

Advisor Partners's FTS Position: Q2 2022 in Review

Advisor Partners increased its Fortis (FTS) stake by 15% in Q2 2022, buying an estimated $47K and bringing the position to 7,215 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #597.

Advisor Partners first reported a position in FTS in Q1 2019 and has held it in 14 quarters since. 286 funds tracked by Wall St. Rank hold FTS as of Q2 2022.

  • Advisor Partners held 7,215 shares of Fortis worth $341K as of Q2 2022.
  • Advisor Partners bought 959 Fortis shares in Q2 2022, an estimated $47K.
  • Fortis made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #597 holding.
  • Advisor Partners first reported a position in Fortis in Q1 2019 and has held it in 14 quarters since.
  • 286 funds tracked by Wall St. Rank held Fortis as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.