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Meridian Wealth Management’s Fortis FTS Stock Holding History

Meridian Wealth 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
2022
Q3 		– Sell
-13,705
Closed -$674K – 520
2022
Q2 		$674K Buy
+13,705
New +$672K 0.06% 289

Other funds holding FTS

Royal Bank of Canada
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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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Meridian Wealth Management's FTS Position: Q3 2022 in Review

Meridian Wealth Management sold out of Fortis (FTS) in Q3 2022, closing a stake of 13,705 shares — an estimated $674K sold.

Meridian Wealth Management first reported a position in FTS in Q2 2022 and held it in 1 quarter. The position peaked at $674K in Q2 2022. 273 funds tracked by Wall St. Rank hold FTS as of Q3 2022.

  • Meridian Wealth Management reported no remaining Fortis position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 13,705 Fortis shares in Q3 2022, an estimated $674K.
  • Meridian Wealth Management first reported a position in Fortis in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's Fortis position peaked at $674K in Q2 2022.
  • 273 funds tracked by Wall St. Rank held Fortis as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.