Avior Wealth Management’s Fortis FTS Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-16	Closed	-$665	–	1331
2024 Q4	$665	Sell	16 -10	-38%	-$437	﹤0.01%	2250
2024 Q3	$1.18K	Buy	26 +6	+30%	+$256	﹤0.01%	2062
2024 Q2	$776	Buy	20 +4	+25%	+$158	﹤0.01%	2060
2024 Q1	$632	Hold	16	–	–	﹤0.01%	2511
2023 Q4	$658	Hold	16	–	–	﹤0.01%	1409
2023 Q3	$607	Hold	16	–	–	﹤0.01%	1478
2023 Q2	$689	Hold	16	–	–	﹤0.01%	1437
2023 Q1	$680	Hold	16	–	–	﹤0.01%	1497
2022 Q4	$640	Hold	16	–	–	﹤0.01%	1156
2022 Q3	$0	Hold	16	–	–	﹤0.01%	1203
2022 Q2	$0	Buy	16 +2	+14%	+$98	﹤0.01%	1125
2022 Q1	$0	Hold	14	–	–	﹤0.01%	1150
2021 Q4	$0	Hold	14	–	–	﹤0.01%	1138
2021 Q3	$0	Hold	14	–	–	﹤0.01%	1099
2021 Q2	$0	Hold	14	–	–	﹤0.01%	1076
2021 Q1	$0	Hold	14	–	–	﹤0.01%	1058
2020 Q4	$0	Buy	+14	New	+$575	﹤0.01%	1012

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

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

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

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BGC

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Avior Wealth Management's FTS Position: Q1 2025 in Review

Avior Wealth Management sold out of Fortis (FTS) in Q1 2025, closing a stake of 16 shares — an estimated $665 sold.

Avior Wealth Management first reported a position in FTS in Q4 2020 and held it in 17 quarters. The position peaked at $1.18K in Q3 2024. 295 funds tracked by Wall St. Rank hold FTS as of Q1 2025.

Avior Wealth Management reported no remaining Fortis position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 16 Fortis shares in Q1 2025, an estimated $665.
Avior Wealth Management first reported a position in Fortis in Q4 2020 and held it in 17 quarters.
Avior Wealth Management's Fortis position peaked at $1.18K in Q3 2024.
295 funds tracked by Wall St. Rank held Fortis as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.