Benjamin F. Edwards & Company’s Fortis FTS Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$232K	Buy	5,979 +96	+2%	+$3.79K	﹤0.01%	869
2024 Q1	$232K	Buy	5,883 +655	+13%	+$26.1K	﹤0.01%	864
2023 Q4	$215K	Buy	5,228 +449	+9%	+$18.1K	﹤0.01%	862
2023 Q3	$182K	Sell	4,779 -293	-6%	-$12K	0.01%	758
2023 Q2	$219K	Buy	5,072 +204	+4%	+$8.89K	0.01%	706
2023 Q1	$207K	Buy	4,868 +3,683	+311%	+$151K	0.01%	705
2022 Q4	$47K	Buy	+1,185	New	+$46.4K	﹤0.01%	1090
2022 Q3	–	Sell	-950	Closed	-$45K	–	1852
2022 Q2	$45K	Buy	+950	New	+$46.6K	﹤0.01%	1064
2020 Q4	–	Sell	-1,251	Closed	-$51K	–	1651
2020 Q3	$51K	Buy	+1,251	New	+$49.9K	﹤0.01%	891
2018 Q2	–	Sell	-7,000	Closed	-$236K	–	1619
2018 Q1	$236K	Buy	7,000 +4,209	+151%	+$143K	0.02%	459
2017 Q4	$103K	Buy	+2,791	New	+$103K	0.01%	641

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

BGC

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Benjamin F. Edwards & Company's FTS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Fortis (FTS) stake by 1.6% in Q2 2024, buying an estimated $3.79K and bringing the position to 5,979 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Benjamin F. Edwards & Company first reported a position in FTS in Q4 2017 and has held it in 11 quarters since. The position peaked at $236K in Q1 2018. 275 funds tracked by Wall St. Rank hold FTS as of Q2 2024.

Benjamin F. Edwards & Company held 5,979 shares of Fortis worth $232K as of Q2 2024.
Benjamin F. Edwards & Company bought 96 Fortis shares in Q2 2024, an estimated $3.79K.
Fortis made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #869 holding.
Benjamin F. Edwards & Company first reported a position in Fortis in Q4 2017 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's Fortis position peaked at $236K in Q1 2018.
275 funds tracked by Wall St. Rank held Fortis as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.