FORA Capital’s Fortis FTS Stock Holding History

FORA Capital’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
2023 Q1	–	Sell	-6,801	Closed	-$272K	–	583
2022 Q4	$272K	Sell	6,801 -8,006	-54%	-$314K	0.04%	390
2022 Q3	$563K	Buy	+14,807	New	+$670K	0.11%	237
2021 Q3	–	Sell	-4,169	Closed	-$184K	–	537
2021 Q2	$184K	Buy	+4,169	New	+$188K	0.03%	464
2021 Q1	–	Sell	-575	Closed	-$23K	–	883
2020 Q4	$23K	Sell	575 -1,967	-77%	-$80.8K	﹤0.01%	858
2020 Q3	$104K	Buy	+2,542	New	+$101K	0.07%	292
2020 Q1	–	Sell	-9,661	Closed	-$401K	–	1136
2019 Q4	$401K	Buy	+9,661	New	+$395K	0.04%	447

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

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

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

BGC

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

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

FORA Capital's FTS Position: Q1 2023 in Review

FORA Capital sold out of Fortis (FTS) in Q1 2023, closing a stake of 6,801 shares — an estimated $272K sold.

FORA Capital first reported a position in FTS in Q4 2019 and held it in 6 quarters. The position peaked at $563K in Q3 2022. 275 funds tracked by Wall St. Rank hold FTS as of Q1 2023.

FORA Capital reported no remaining Fortis position as of Q1 2023 after selling out during the quarter.
FORA Capital sold 6,801 Fortis shares in Q1 2023, an estimated $272K.
FORA Capital first reported a position in Fortis in Q4 2019 and held it in 6 quarters.
FORA Capital's Fortis position peaked at $563K in Q3 2022.
275 funds tracked by Wall St. Rank held Fortis as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.