Plante Moran Financial Advisors’s Fortis FTS Stock Holding History

Plante Moran Financial 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
2022 Q1	–	Sell	-112	Closed	-$5K	–	879
2021 Q4	$5K	Hold	112	–	–	﹤0.01%	814
2021 Q3	$5K	Hold	112	–	–	﹤0.01%	781
2021 Q2	$5K	Hold	112	–	–	﹤0.01%	781
2021 Q1	$5K	Buy	+112	New	+$4.59K	﹤0.01%	774
2018 Q1	–	Sell	-39	Closed	-$1K	–	970
2017 Q4	$1K	Buy	+39	New	+$1.44K	﹤0.01%	827
2017 Q3	–	Sell	-198	Closed	-$7K	–	822
2017 Q2	$7K	Sell	198 -225	-53%	-$7.49K	﹤0.01%	610
2017 Q1	$14K	Hold	423	–	–	0.01%	528
2016 Q4	$13K	Buy	+423	New	+$13.1K	0.01%	546

Other funds holding FTS

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return