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Carmichael Hill & Associates’s Fortis FTS Stock Holding History

Carmichael Hill & Associates’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
Q3 		$27.5K Sell
606
-173
-22% -$7.39K 0.01% 460
2024
Q2 		$30.3K Hold
779
– – 0.01% 422
2024
Q1 		$30.8K Hold
779
– – 0.01% 421
2023
Q4 		$32K Hold
779
– – 0.01% 414
2023
Q3 		$29.6K Hold
779
– – 0.01% 414
2023
Q2 		$33.6K Hold
779
– – 0.02% 397
2023
Q1 		$33.1K Buy
+779
New +$31.9K 0.02% 387

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Carmichael Hill & Associates's FTS Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Fortis (FTS) stake by 22% in Q3 2024, selling an estimated $7.39K and leaving 606 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #460.

Carmichael Hill & Associates first reported a position in FTS in Q1 2023 and has held it in 7 quarters since. The position peaked at $33.6K in Q2 2023. 290 funds tracked by Wall St. Rank hold FTS as of Q3 2024.

  • Carmichael Hill & Associates held 606 shares of Fortis worth $27.5K as of Q3 2024.
  • Carmichael Hill & Associates sold 173 Fortis shares in Q3 2024, an estimated $7.39K.
  • Fortis made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #460 holding.
  • Carmichael Hill & Associates first reported a position in Fortis in Q1 2023 and has held it in 7 quarters since.
  • Carmichael Hill & Associates's Fortis position peaked at $33.6K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Fortis as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.