BAAM
FTS icon

Baker Avenue Asset Management’s Fortis FTS Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-190
Closed -$7.22K – 782
2023
Q3 		$7.22K Hold
190
– – ﹤0.01% 845
2023
Q2 		$8.19K Hold
190
– – ﹤0.01% 777
2023
Q1 		$8.08K Sell
190
-62
-25% -$2.54K ﹤0.01% 795
2022
Q4 		$10.1K Buy
+252
New +$9.88K ﹤0.01% 703

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
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Baker Avenue Asset Management's FTS Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Fortis (FTS) in Q4 2023, closing a stake of 190 shares — an estimated $7.22K sold.

Baker Avenue Asset Management first reported a position in FTS in Q4 2022 and held it in 4 quarters. The position peaked at $10.1K in Q4 2022. 272 funds tracked by Wall St. Rank hold FTS as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Fortis position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 190 Fortis shares in Q4 2023, an estimated $7.22K.
  • Baker Avenue Asset Management first reported a position in Fortis in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Fortis position peaked at $10.1K in Q4 2022.
  • 272 funds tracked by Wall St. Rank held Fortis as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.