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	–	871
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 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

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

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

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

BGC

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Plante Moran Financial Advisors's FTS Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Fortis (FTS) in Q1 2022, closing a stake of 112 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in FTS in Q4 2016 and held it in 8 quarters. The position peaked at $14K in Q1 2017. 273 funds tracked by Wall St. Rank hold FTS as of Q1 2022.

Plante Moran Financial Advisors reported no remaining Fortis position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 112 Fortis shares in Q1 2022, an estimated $5K.
Plante Moran Financial Advisors first reported a position in Fortis in Q4 2016 and held it in 8 quarters.
Plante Moran Financial Advisors's Fortis position peaked at $14K in Q1 2017.
273 funds tracked by Wall St. Rank held Fortis as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.