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Laurel Wealth Advisors (North Carolina)’s Fortis FTS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-1,169
Closed -$45.4K – 723
2024
Q2 		$45.4K Hold
1,169
– – 0.01% 303
2024
Q1 		$46.2K Hold
1,169
– – 0.01% 307
2023
Q4 		$48.1K Hold
1,169
– – 0.01% 282
2023
Q3 		$44.4K Sell
1,169
-444
-28% -$18.1K 0.01% 286
2023
Q2 		$69.5K Hold
1,613
– – 0.01% 259
2023
Q1 		$68.6K Buy
+1,613
New +$66K 0.01% 259

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FTS Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fortis (FTS) in Q3 2024, closing a stake of 1,169 shares — an estimated $45.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FTS in Q1 2023 and held it in 6 quarters. The position peaked at $69.5K in Q2 2023. 290 funds tracked by Wall St. Rank hold FTS as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fortis position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,169 Fortis shares in Q3 2024, an estimated $45.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fortis in Q1 2023 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Fortis position peaked at $69.5K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Fortis as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.