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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return