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MassMutual Private Wealth & Trust’s Fortis FTS Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		– Sell
-6
Closed -$255 – 1951
2023
Q1 		$255 Buy
+6
New +$246 ﹤0.01% 1758
2020
Q1 		– Sell
-258
Closed -$11K – 711
2019
Q4 		$11K Buy
+258
New +$10.6K ﹤0.01% 605

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

MassMutual Private Wealth & Trust's FTS Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of Fortis (FTS) in Q2 2023, closing a stake of 6 shares — an estimated $255 sold.

MassMutual Private Wealth & Trust first reported a position in FTS in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 267 funds tracked by Wall St. Rank hold FTS as of Q2 2023.

  • MassMutual Private Wealth & Trust reported no remaining Fortis position as of Q2 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 6 Fortis shares in Q2 2023, an estimated $255.
  • MassMutual Private Wealth & Trust first reported a position in Fortis in Q4 2019 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Fortis position peaked at $11K in Q4 2019.
  • 267 funds tracked by Wall St. Rank held Fortis as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.