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Rational Advisors’s Fortis FTS Stock Holding History

Rational 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
2024
Q4 		– Sell
-866
Closed -$39.4K – 138
2024
Q3 		$39.4K Sell
866
-146
-14% -$6.24K ﹤0.01% 143
2024
Q2 		$39.3K Sell
1,012
-63
-6% -$2.48K ﹤0.01% 174
2024
Q1 		$42.5K Hold
1,075
– – ﹤0.01% 196
2023
Q4 		$44.2K Hold
1,075
– – ﹤0.01% 170
2023
Q3 		$40.8K Buy
+1,075
New +$43.9K ﹤0.01% 186

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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
1832 Asset Management
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Rational Advisors's FTS Position: Q4 2024 in Review

Rational Advisors sold out of Fortis (FTS) in Q4 2024, closing a stake of 866 shares — an estimated $39.4K sold.

Rational Advisors first reported a position in FTS in Q3 2023 and held it in 5 quarters. The position peaked at $44.2K in Q4 2023. 297 funds tracked by Wall St. Rank hold FTS as of Q4 2024.

  • Rational Advisors reported no remaining Fortis position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 866 Fortis shares in Q4 2024, an estimated $39.4K.
  • Rational Advisors first reported a position in Fortis in Q3 2023 and held it in 5 quarters.
  • Rational Advisors's Fortis position peaked at $44.2K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Fortis as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.