JP Morgan Private Wealth Advisors’s Fortis FTS Stock Holding History

JP Morgan Private 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
2023 Q1	–	Sell	-5,815	Closed	-$233K	–	1966
2022 Q4	$233K	Sell	5,815 -336	-5%	-$13.2K	﹤0.01%	1758
2022 Q3	$234K	Hold	6,151	–	–	﹤0.01%	1752
2022 Q2	$291K	Buy	6,151 +3	+0%	+$147	﹤0.01%	1665
2022 Q1	$304K	Sell	6,148 -20	-0.3%	-$938	﹤0.01%	1745
2021 Q4	$298K	Sell	6,168 -40	-0.6%	-$1.81K	﹤0.01%	1750
2021 Q3	$275K	Buy	6,208 +40	+0.6%	+$1.81K	﹤0.01%	1728
2021 Q2	$273K	Buy	+6,168	New	+$278K	﹤0.01%	1706

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FTS Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Fortis (FTS) in Q1 2023, closing a stake of 5,815 shares — an estimated $233K sold.

JP Morgan Private Wealth Advisors first reported a position in FTS in Q2 2021 and held it in 7 quarters. The position peaked at $304K in Q1 2022. 275 funds tracked by Wall St. Rank hold FTS as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Fortis position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,815 Fortis shares in Q1 2023, an estimated $233K.
JP Morgan Private Wealth Advisors first reported a position in Fortis in Q2 2021 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Fortis position peaked at $304K in Q1 2022.
275 funds tracked by Wall St. Rank held Fortis as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.