Opal Wealth Advisors’s Fortis FTS Stock Holding History

Opal 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
2024 Q3	–	Sell	-51	Closed	-$1.98K	–	563
2024 Q2	$1.98K	Buy	+51	New	+$2.01K	﹤0.01%	969

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Opal Wealth Advisors's FTS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Fortis (FTS) in Q3 2024, closing a stake of 51 shares — an estimated $1.98K sold.

Opal Wealth Advisors first reported a position in FTS in Q2 2024 and held it in 1 quarter. The position peaked at $1.98K in Q2 2024. 290 funds tracked by Wall St. Rank hold FTS as of Q3 2024.

Opal Wealth Advisors reported no remaining Fortis position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 51 Fortis shares in Q3 2024, an estimated $1.98K.
Opal Wealth Advisors first reported a position in Fortis in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Fortis position peaked at $1.98K in Q2 2024.
290 funds tracked by Wall St. Rank held Fortis as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.