First Personal Financial Services’s Fortis FTS Stock Holding History

First Personal Financial Services’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
2021 Q4	–	Sell	-206	Closed	-$9K	–	351
2021 Q3	$9K	Hold	206	–	–	﹤0.01%	292
2021 Q2	$9K	Hold	206	–	–	﹤0.01%	294
2021 Q1	$9K	Hold	206	–	–	﹤0.01%	279
2020 Q4	$8K	Hold	206	–	–	﹤0.01%	283
2020 Q3	$8K	Hold	206	–	–	﹤0.01%	262
2020 Q2	$8K	Hold	206	–	–	﹤0.01%	267
2020 Q1	$8K	Hold	206	–	–	﹤0.01%	253
2019 Q4	$9K	Sell	206 -39	-16%	-$1.59K	﹤0.01%	284
2019 Q3	$10K	Buy	245 +156	+175%	+$6.36K	﹤0.01%	369
2019 Q2	$4K	Hold	89	–	–	﹤0.01%	613
2019 Q1	$3K	Hold	89	–	–	﹤0.01%	641
2018 Q4	$3K	Hold	89	–	–	﹤0.01%	610
2018 Q3	$3K	Buy	89 +12	+16%	+$390	﹤0.01%	642
2018 Q2	$2K	Sell	77 -1	-1%	-$33	﹤0.01%	631
2018 Q1	$3K	Buy	78 +1	+1%	+$34	﹤0.01%	960
2017 Q4	$3K	Buy	+77	New	+$2.84K	﹤0.01%	945
2017 Q1	–	Sell	-33	Closed	-$1K	–	895
2016 Q4	$1K	Buy	+33	New	+$1.02K	﹤0.01%	900

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Personal Financial Services's FTS Position: Q4 2021 in Review

First Personal Financial Services sold out of Fortis (FTS) in Q4 2021, closing a stake of 206 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in FTS in Q4 2016 and held it in 17 quarters. The position peaked at $10K in Q3 2019. 271 funds tracked by Wall St. Rank hold FTS as of Q4 2021.

First Personal Financial Services reported no remaining Fortis position as of Q4 2021 after selling out during the quarter.
First Personal Financial Services sold 206 Fortis shares in Q4 2021, an estimated $9K.
First Personal Financial Services first reported a position in Fortis in Q4 2016 and held it in 17 quarters.
First Personal Financial Services's Fortis position peaked at $10K in Q3 2019.
271 funds tracked by Wall St. Rank held Fortis as of Q4 2021.

Based on First Personal Financial Services's 13F filing for Q4 2021, filed 4 Feb 2022.