CX Institutional’s Fortis FTS Stock Holding History

CX Institutional’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
2022 Q3	–	Sell	-413	Closed	-$20K	–	721
2022 Q2	$20K	Buy	+413	New	+$20.3K	﹤0.01%	843
2021 Q4	–	Sell	-413	Closed	-$18K	–	557
2021 Q3	$18K	Hold	413	–	–	﹤0.01%	757
2021 Q2	$18K	Hold	413	–	–	﹤0.01%	755
2021 Q1	$18K	Hold	413	–	–	﹤0.01%	686
2020 Q4	$17K	Hold	413	–	–	﹤0.01%	644
2020 Q3	$17K	Hold	413	–	–	﹤0.01%	581
2020 Q2	$16K	Hold	413	–	–	﹤0.01%	485
2020 Q1	$16K	Hold	413	–	–	﹤0.01%	403
2019 Q4	$17K	Hold	413	–	–	﹤0.01%	364
2019 Q3	$17K	Hold	413	–	–	﹤0.01%	390
2019 Q2	$16K	Hold	413	–	–	﹤0.01%	420
2019 Q1	$15K	Hold	413	–	–	﹤0.01%	421
2018 Q4	$14K	Hold	413	–	–	﹤0.01%	337
2018 Q3	$13K	Hold	413	–	–	﹤0.01%	241
2018 Q2	$13K	Buy	+413	New	+$13.5K	﹤0.01%	218

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

BGC

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

CX Institutional's FTS Position: Q3 2022 in Review

CX Institutional sold out of Fortis (FTS) in Q3 2022, closing a stake of 413 shares — an estimated $20K sold.

CX Institutional first reported a position in FTS in Q2 2018 and held it in 15 quarters. The position peaked at $20K in Q2 2022. 272 funds tracked by Wall St. Rank hold FTS as of Q3 2022.

CX Institutional reported no remaining Fortis position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 413 Fortis shares in Q3 2022, an estimated $20K.
CX Institutional first reported a position in Fortis in Q2 2018 and held it in 15 quarters.
CX Institutional's Fortis position peaked at $20K in Q2 2022.
272 funds tracked by Wall St. Rank held Fortis as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.