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Industrial Alliance Investment Management’s Fortis FTS Stock Holding History

Industrial Alliance Investment Management’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
-170,650
Closed -$6.83M – 547
2022
Q4 		$6.83M Hold
170,650
– – 0.19% 121
2022
Q3 		$6.48M Hold
170,650
– – 0.19% 121
2022
Q2 		$8.07M Buy
170,650
+36,940
+28% +$1.81M 0.23% 108
2022
Q1 		$6.62M Buy
133,710
+34,242
+34% +$1.61M 0.16% 140
2021
Q4 		$4.8M Buy
+99,468
New +$4.5M 0.11% 166

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Industrial Alliance Investment Management's FTS Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of Fortis (FTS) in Q1 2023, closing a stake of 170,650 shares — an estimated $6.83M sold.

Industrial Alliance Investment Management first reported a position in FTS in Q4 2021 and held it in 5 quarters. The position peaked at $8.07M in Q2 2022. 276 funds tracked by Wall St. Rank hold FTS as of Q1 2023.

  • Industrial Alliance Investment Management reported no remaining Fortis position as of Q1 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 170,650 Fortis shares in Q1 2023, an estimated $6.83M.
  • Industrial Alliance Investment Management first reported a position in Fortis in Q4 2021 and held it in 5 quarters.
  • Industrial Alliance Investment Management's Fortis position peaked at $8.07M in Q2 2022.
  • 276 funds tracked by Wall St. Rank held Fortis as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.