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Golden State Equity Partners’s Fortis FTS Stock Holding History

Golden State Equity Partners’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
-43
Closed -$1.95K – 609
2024
Q3 		$1.95K Buy
+43
New +$1.84K ﹤0.01% 803

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Vanguard Group
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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

Golden State Equity Partners's FTS Position: Q4 2024 in Review

Golden State Equity Partners sold out of Fortis (FTS) in Q4 2024, closing a stake of 43 shares — an estimated $1.95K sold.

Golden State Equity Partners first reported a position in FTS in Q3 2024 and held it in 1 quarter. The position peaked at $1.95K in Q3 2024. 297 funds tracked by Wall St. Rank hold FTS as of Q4 2024.

  • Golden State Equity Partners reported no remaining Fortis position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 43 Fortis shares in Q4 2024, an estimated $1.95K.
  • Golden State Equity Partners first reported a position in Fortis in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Fortis position peaked at $1.95K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Fortis as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.