Chicago Trust’s Fortis FTS Stock Holding History

Chicago Trust’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 Q4	–	Sell	-4,600	Closed	-$209K	–	371
2024 Q3	$209K	Buy	+4,600	New	+$197K	0.04%	359

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

BGC

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Chicago Trust's FTS Position: Q4 2024 in Review

Chicago Trust sold out of Fortis (FTS) in Q4 2024, closing a stake of 4,600 shares — an estimated $209K sold.

Chicago Trust first reported a position in FTS in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 297 funds tracked by Wall St. Rank hold FTS as of Q4 2024.

Chicago Trust reported no remaining Fortis position as of Q4 2024 after selling out during the quarter.
Chicago Trust sold 4,600 Fortis shares in Q4 2024, an estimated $209K.
Chicago Trust first reported a position in Fortis in Q3 2024 and held it in 1 quarter.
Chicago Trust's Fortis position peaked at $209K in Q3 2024.
297 funds tracked by Wall St. Rank held Fortis as of Q4 2024.

Based on Chicago Trust's 13F filing for Q4 2024, filed 13 Jan 2025.