Private Ocean’s Fortis FTS Stock Holding History

Private Ocean’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 Q2	–	Sell	-27	Closed	-$1.07K	–	642
2024 Q1	$1.07K	Buy	+27	New	+$1.07K	﹤0.01%	474

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

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

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

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

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

Private Ocean's FTS Position: Q2 2024 in Review

Private Ocean sold out of Fortis (FTS) in Q2 2024, closing a stake of 27 shares — an estimated $1.07K sold.

Private Ocean first reported a position in FTS in Q1 2024 and held it in 1 quarter. The position peaked at $1.07K in Q1 2024. 275 funds tracked by Wall St. Rank hold FTS as of Q2 2024.

Private Ocean reported no remaining Fortis position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 27 Fortis shares in Q2 2024, an estimated $1.07K.
Private Ocean first reported a position in Fortis in Q1 2024 and held it in 1 quarter.
Private Ocean's Fortis position peaked at $1.07K in Q1 2024.
275 funds tracked by Wall St. Rank held Fortis as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.