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Norwood Financial’s Fortis FTS Stock Holding History

Norwood Financial’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
Q1 		$4.42K Hold
112
– – 0.01% 264
2023
Q4 		$4.61K Hold
112
– – 0.01% 253
2023
Q3 		$4.25K Hold
112
– – 0.01% 252
2023
Q2 		$4.83K Hold
112
– – 0.01% 253
2023
Q1 		$4.76K Hold
112
– – 0.01% 248
2022
Q4 		$4.48K Hold
112
– – 0.01% 247
2022
Q3 		$4K Hold
112
– – 0.01% 247
2022
Q2 		$5K Hold
112
– – 0.01% 234
2022
Q1 		$6K Hold
112
– – 0.01% 233
2021
Q4 		$5K Buy
+112
New +$5.07K 0.01% 242

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norwood Financial's FTS Position: Q1 2024 in Review

Norwood Financial held its Fortis (FTS) position steady in Q1 2024 at 112 shares worth $4.42K. The position accounts for 0.01% of the portfolio, ranked #264.

Norwood Financial first reported a position in FTS in Q4 2021 and has held it in 10 quarters since. The position peaked at $6K in Q1 2022. 281 funds tracked by Wall St. Rank hold FTS as of Q1 2024.

  • Norwood Financial held 112 shares of Fortis worth $4.42K as of Q1 2024.
  • Norwood Financial left its Fortis share count unchanged in Q1 2024.
  • Fortis made up 0.01% of Norwood Financial's portfolio in Q1 2024, its #264 holding.
  • Norwood Financial first reported a position in Fortis in Q4 2021 and has held it in 10 quarters since.
  • Norwood Financial's Fortis position peaked at $6K in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Fortis as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.