Pinnacle Bancorp’s Fortis FTS Stock Holding History

Pinnacle Bancorp’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 Q1	–	Sell	-131	Closed	-$5K	–	801
2022 Q4	$5K	Hold	131	–	–	﹤0.01%	645
2022 Q3	$5K	Hold	131	–	–	﹤0.01%	634
2022 Q2	$6K	Hold	131	–	–	﹤0.01%	635
2022 Q1	$6K	Hold	131	–	–	﹤0.01%	648
2021 Q4	$6K	Hold	131	–	–	﹤0.01%	654
2021 Q3	$6K	Hold	131	–	–	﹤0.01%	656
2021 Q2	$6K	Hold	131	–	–	﹤0.01%	653
2021 Q1	$6K	Hold	131	–	–	﹤0.01%	653
2020 Q4	$5K	Hold	131	–	–	﹤0.01%	610
2020 Q3	$5K	Hold	131	–	–	﹤0.01%	595
2020 Q2	$5K	Hold	131	–	–	﹤0.01%	595
2020 Q1	$5K	Buy	+131	New	+$5.37K	﹤0.01%	580

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Pinnacle Bancorp's FTS Position: Q1 2023 in Review

Pinnacle Bancorp sold out of Fortis (FTS) in Q1 2023, closing a stake of 131 shares — an estimated $5K sold.

Pinnacle Bancorp first reported a position in FTS in Q1 2020 and held it in 12 quarters. The position peaked at $6K in Q2 2022. 275 funds tracked by Wall St. Rank hold FTS as of Q1 2023.

Pinnacle Bancorp reported no remaining Fortis position as of Q1 2023 after selling out during the quarter.
Pinnacle Bancorp sold 131 Fortis shares in Q1 2023, an estimated $5K.
Pinnacle Bancorp first reported a position in Fortis in Q1 2020 and held it in 12 quarters.
Pinnacle Bancorp's Fortis position peaked at $6K in Q2 2022.
275 funds tracked by Wall St. Rank held Fortis as of Q1 2023.

Based on Pinnacle Bancorp's 13F filing for Q1 2023, filed 14 Apr 2023.