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Cresset Asset Management’s Fortis FTS Stock Holding History

Cresset 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
2024
Q4 		– Sell
-7,395
Closed -$336K – 1928
2024
Q3 		$336K Buy
7,395
+910
+14% +$38.9K ﹤0.01% 1747
2024
Q2 		$252K Buy
+6,485
New +$256K ﹤0.01% 1790
2019
Q2 		– Sell
-968
Closed -$36K – 907
2019
Q1 		$36K Buy
+968
New +$34.4K ﹤0.01% 878

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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
1832 Asset Management
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
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Cresset Asset Management's FTS Position: Q4 2024 in Review

Cresset Asset Management sold out of Fortis (FTS) in Q4 2024, closing a stake of 7,395 shares — an estimated $336K sold.

Cresset Asset Management first reported a position in FTS in Q1 2019 and held it in 3 quarters. The position peaked at $336K in Q3 2024. 297 funds tracked by Wall St. Rank hold FTS as of Q4 2024.

  • Cresset Asset Management reported no remaining Fortis position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 7,395 Fortis shares in Q4 2024, an estimated $336K.
  • Cresset Asset Management first reported a position in Fortis in Q1 2019 and held it in 3 quarters.
  • Cresset Asset Management's Fortis position peaked at $336K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Fortis as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.