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Pathway Financial Advisers’s Fortis FTS Stock Holding History

Pathway Financial Advisers’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 		– Sell
-291
Closed -$12K – 464
2023
Q4 		$12K Hold
291
– – ﹤0.01% 345
2023
Q3 		$11.1K Buy
+291
New +$11.9K ﹤0.01% 352
2023
Q1 		$24.4K Buy
573
+4
+0.7% +$164 0.01% 293
2022
Q4 		$22.7K Buy
+569
New +$22.3K 0.01% 316

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Pathway Financial Advisers's FTS Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Fortis (FTS) in Q1 2024, closing a stake of 291 shares — an estimated $12K sold.

Pathway Financial Advisers first reported a position in FTS in Q4 2022 and held it in 4 quarters. The position peaked at $24.4K in Q1 2023. 281 funds tracked by Wall St. Rank hold FTS as of Q1 2024.

  • Pathway Financial Advisers reported no remaining Fortis position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 291 Fortis shares in Q1 2024, an estimated $12K.
  • Pathway Financial Advisers first reported a position in Fortis in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's Fortis position peaked at $24.4K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Fortis as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.