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Belpointe Asset Management’s Fortis FTS Stock Holding History

Belpointe 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
Q2 		– Sell
-70
Closed -$2.98K – 1583
2023
Q1 		$2.98K Sell
70
-79
-53% -$3.23K ﹤0.01% 3198
2022
Q4 		$5.97K Buy
+149
New +$5.84K ﹤0.01% 2862

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

Belpointe Asset Management's FTS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Fortis (FTS) in Q2 2023, closing a stake of 70 shares — an estimated $2.98K sold.

Belpointe Asset Management first reported a position in FTS in Q4 2022 and held it in 2 quarters. The position peaked at $5.97K in Q4 2022. 267 funds tracked by Wall St. Rank hold FTS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Fortis position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 70 Fortis shares in Q2 2023, an estimated $2.98K.
  • Belpointe Asset Management first reported a position in Fortis in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Fortis position peaked at $5.97K in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Fortis as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.