Axa
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Axa’s Fortis FTS Stock Holding History

Axa’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
Q3 		– Sell
-3,552
Closed -$153K – 1099
2023
Q2 		$153K Sell
3,552
-914
-20% -$39.8K ﹤0.01% 1054
2023
Q1 		$190K Sell
4,466
-445
-9% -$18.2K ﹤0.01% 1071
2022
Q4 		$197K Buy
4,911
+477
+11% +$18.7K ﹤0.01% 1096
2022
Q3 		$168K Sell
4,434
-4,241
-49% -$192K ﹤0.01% 1100
2022
Q2 		$410K Buy
8,675
+492
+6% +$24.1K ﹤0.01% 994
2022
Q1 		$405K Buy
+8,183
New +$384K ﹤0.01% 1069
2020
Q4 		– Sell
-20,944
Closed -$856K – 1293
2020
Q3 		$856K Hold
20,944
– – ﹤0.01% 965
2020
Q2 		$798K Buy
+20,944
New +$799K ﹤0.01% 990
2020
Q1 		– Sell
-35,744
Closed -$1.48M – 1196
2019
Q4 		$1.48M Sell
35,744
-884
-2% -$36.2K 0.01% 841
2019
Q3 		$1.55M Sell
36,628
-127,139
-78% -$5.19M 0.01% 909
2019
Q2 		$6.46M Sell
163,767
-6,805
-4% -$257K 0.03% 575
2019
Q1 		$6.31M Sell
170,572
-23,136
-12% -$821K 0.02% 576
2018
Q4 		$6.46M Sell
193,708
-142,441
-42% -$4.79M 0.03% 541
2018
Q3 		$10.9M Buy
336,149
+3,208
+1% +$104K 0.04% 455
2018
Q2 		$10.6M Sell
332,941
-125,400
-27% -$4.09M 0.04% 438
2018
Q1 		$15.5M Buy
458,341
+96,068
+27% +$3.26M 0.06% 348
2017
Q4 		$13.3M Sell
362,273
-73,699
-17% -$2.72M 0.05% 379
2017
Q3 		$15.6M Buy
435,972
+79,523
+22% +$2.87M 0.07% 330
2017
Q2 		$12.5M Sell
356,449
-1,645
-0.5% -$54.8K 0.06% 366
2017
Q1 		$11.9M Buy
358,094
+153,380
+75% +$4.9M 0.05% 370
2016
Q4 		$6.32M Buy
+204,714
New +$6.35M 0.03% 522

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Axa's FTS Position: Q3 2023 in Review

Axa sold out of Fortis (FTS) in Q3 2023, closing a stake of 3,552 shares — an estimated $153K sold.

Axa first reported a position in FTS in Q4 2016 and held it in 21 quarters. The position peaked at $15.6M in Q3 2017. 265 funds tracked by Wall St. Rank hold FTS as of Q3 2023.

  • Axa reported no remaining Fortis position as of Q3 2023 after selling out during the quarter.
  • Axa sold 3,552 Fortis shares in Q3 2023, an estimated $153K.
  • Axa first reported a position in Fortis in Q4 2016 and held it in 21 quarters.
  • Axa's Fortis position peaked at $15.6M in Q3 2017.
  • 265 funds tracked by Wall St. Rank held Fortis as of Q3 2023.

Based on Axa's 13F filing for Q3 2023, filed 14 Nov 2023.