IWA
FTS icon

Icon Wealth Advisors’s Fortis FTS Stock Holding History

Icon 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
2024
Q2 		– Sell
-3,309
Closed -$131K – 461
2024
Q1 		$131K Hold
3,309
– – 0.01% 420
2023
Q4 		$136K Buy
+3,309
New +$133K 0.01% 375
2022
Q4 		– Sell
-3,035
Closed -$115K – 364
2022
Q3 		$115K Buy
+3,035
New +$137K 0.01% 378

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Icon Wealth Advisors's FTS Position: Q2 2024 in Review

Icon Wealth Advisors sold out of Fortis (FTS) in Q2 2024, closing a stake of 3,309 shares — an estimated $131K sold.

Icon Wealth Advisors first reported a position in FTS in Q3 2022 and held it in 3 quarters. The position peaked at $136K in Q4 2023. 275 funds tracked by Wall St. Rank hold FTS as of Q2 2024.

  • Icon Wealth Advisors reported no remaining Fortis position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,309 Fortis shares in Q2 2024, an estimated $131K.
  • Icon Wealth Advisors first reported a position in Fortis in Q3 2022 and held it in 3 quarters.
  • Icon Wealth Advisors's Fortis position peaked at $136K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Fortis as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.