Beacon Capital Management LLC (Tennessee)’s Fortis FTS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-82	Closed	-$3.41K	–	1152
2024 Q4	$3.41K	Hold	82	–	–	﹤0.01%	799
2024 Q3	$3.73K	Hold	82	–	–	﹤0.01%	875
2024 Q2	$3.19K	Hold	82	–	–	﹤0.01%	790
2024 Q1	$3.24K	Hold	82	–	–	﹤0.01%	790
2023 Q4	$3.12K	Hold	82	–	–	﹤0.01%	730
2023 Q3	$3.53K	Hold	82	–	–	﹤0.01%	755
2023 Q2	$3.53K	Hold	82	–	–	﹤0.01%	755
2023 Q1	$3.49K	Hold	82	–	–	﹤0.01%	690
2022 Q4	$3.28K	Hold	82	–	–	﹤0.01%	719
2022 Q3	$4K	Sell	82 -50	-38%	-$2.26K	﹤0.01%	630
2022 Q2	$6K	Hold	132	–	–	﹤0.01%	608
2022 Q1	$6K	Buy	+132	New	+$6.19K	﹤0.01%	607

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s FTS Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Fortis (FTS) in Q1 2025, closing a stake of 82 shares — an estimated $3.41K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FTS in Q1 2022 and held it in 12 quarters. The position peaked at $6K in Q2 2022. 295 funds tracked by Wall St. Rank hold FTS as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Fortis position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 82 Fortis shares in Q1 2025, an estimated $3.41K.
Beacon Capital Management LLC (Tennessee) first reported a position in Fortis in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s Fortis position peaked at $6K in Q2 2022.
295 funds tracked by Wall St. Rank held Fortis as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.