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Reston Wealth Management’s Fortis FTS Stock Holding History

Reston Wealth Management’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
-29
Closed -$1.32K – 197
2024
Q3 		$1.32K Buy
+29
New +$1.24K ﹤0.01% 379

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

Reston Wealth Management's FTS Position: Q4 2024 in Review

Reston Wealth Management sold out of Fortis (FTS) in Q4 2024, closing a stake of 29 shares — an estimated $1.32K sold.

Reston Wealth Management first reported a position in FTS in Q3 2024 and held it in 1 quarter. The position peaked at $1.32K in Q3 2024. 297 funds tracked by Wall St. Rank hold FTS as of Q4 2024.

  • Reston Wealth Management reported no remaining Fortis position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 29 Fortis shares in Q4 2024, an estimated $1.32K.
  • Reston Wealth Management first reported a position in Fortis in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Fortis position peaked at $1.32K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Fortis as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.