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Atria Wealth Solutions’s Fortis FTS Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-5,899
Closed -$237K – 1891
2022
Q4 		$237K Hold
5,899
– – ﹤0.01% 1500
2022
Q3 		$224K Buy
+5,899
New +$267K ﹤0.01% 1488

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Atria Wealth Solutions's FTS Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Fortis (FTS) in Q1 2023, closing a stake of 5,899 shares — an estimated $237K sold.

Atria Wealth Solutions first reported a position in FTS in Q3 2022 and held it in 2 quarters. The position peaked at $237K in Q4 2022. 275 funds tracked by Wall St. Rank hold FTS as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Fortis position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,899 Fortis shares in Q1 2023, an estimated $237K.
  • Atria Wealth Solutions first reported a position in Fortis in Q3 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Fortis position peaked at $237K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Fortis as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.