Atlas Capital Advisors’s Fortis FTS Stock Holding History

Atlas Capital 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
2022 Q3	–	Sell	-50	Closed	-$2.36K	–	943
2022 Q2	$2.36K	Hold	50	–	–	﹤0.01%	901
2022 Q1	$2.48K	Hold	50	–	–	﹤0.01%	835
2021 Q4	$2.41K	Hold	50	–	–	﹤0.01%	837
2021 Q3	$2.22K	Hold	50	–	–	﹤0.01%	857
2021 Q2	$2.21K	Hold	50	–	–	﹤0.01%	872
2021 Q1	$2.17K	Buy	+50	New	+$2.05K	﹤0.01%	777

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

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

Atlas Capital Advisors's FTS Position: Q3 2022 in Review

Atlas Capital Advisors sold out of Fortis (FTS) in Q3 2022, closing a stake of 50 shares — an estimated $2.36K sold.

Atlas Capital Advisors first reported a position in FTS in Q1 2021 and held it in 6 quarters. The position peaked at $2.48K in Q1 2022. 272 funds tracked by Wall St. Rank hold FTS as of Q3 2022.

Atlas Capital Advisors reported no remaining Fortis position as of Q3 2022 after selling out during the quarter.
Atlas Capital Advisors sold 50 Fortis shares in Q3 2022, an estimated $2.36K.
Atlas Capital Advisors first reported a position in Fortis in Q1 2021 and held it in 6 quarters.
Atlas Capital Advisors's Fortis position peaked at $2.48K in Q1 2022.
272 funds tracked by Wall St. Rank held Fortis as of Q3 2022.

Based on Atlas Capital Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.