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HHM Wealth Advisors’s Fortis FTS Stock Holding History

HHM Wealth Advisors’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
2025
Q2 		– Sell
-115
Closed -$5.24K – 893
2025
Q1 		$5.24K Hold
115
– – ﹤0.01% 666
2024
Q4 		$4.78K Hold
115
– – ﹤0.01% 683
2024
Q3 		$5.23K Buy
+115
New +$4.92K ﹤0.01% 647

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

HHM Wealth Advisors's FTS Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Fortis (FTS) in Q2 2025, closing a stake of 115 shares — an estimated $5.24K sold.

HHM Wealth Advisors first reported a position in FTS in Q3 2024 and held it in 3 quarters. The position peaked at $5.24K in Q1 2025. 299 funds tracked by Wall St. Rank hold FTS as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Fortis position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 115 Fortis shares in Q2 2025, an estimated $5.24K.
  • HHM Wealth Advisors first reported a position in Fortis in Q3 2024 and held it in 3 quarters.
  • HHM Wealth Advisors's Fortis position peaked at $5.24K in Q1 2025.
  • 299 funds tracked by Wall St. Rank held Fortis as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.