FourThought Financial’s Fortis FTS Stock Holding History

FourThought Financial’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	-32	Closed	-$2K	–	1518
2022 Q2	$2K	Buy	+32	New	+$1.57K	﹤0.01%	1327
2022 Q1	–	Sell	-185	Closed	-$9K	–	1501
2021 Q4	$9K	Sell	185 -22	-11%	-$996	﹤0.01%	1089
2021 Q3	$9K	Hold	207	–	–	﹤0.01%	1115
2021 Q2	$9K	Sell	207 -230	-53%	-$10.4K	﹤0.01%	1119
2021 Q1	$18K	Hold	437	–	–	﹤0.01%	923
2020 Q4	$17K	Buy	+437	New	+$17.9K	﹤0.01%	911

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

FourThought Financial's FTS Position: Q3 2022 in Review

FourThought Financial sold out of Fortis (FTS) in Q3 2022, closing a stake of 32 shares — an estimated $2K sold.

FourThought Financial first reported a position in FTS in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q1 2021. 273 funds tracked by Wall St. Rank hold FTS as of Q3 2022.

FourThought Financial reported no remaining Fortis position as of Q3 2022 after selling out during the quarter.
FourThought Financial sold 32 Fortis shares in Q3 2022, an estimated $2K.
FourThought Financial first reported a position in Fortis in Q4 2020 and held it in 6 quarters.
FourThought Financial's Fortis position peaked at $18K in Q1 2021.
273 funds tracked by Wall St. Rank held Fortis as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.