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Richard W. Paul & Associates’s Fortis FTS Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-769
Closed -$32K – 409
2024
Q4 		$32K Hold
769
– – 0.01% 228
2024
Q3 		$34.9K Hold
769
– – 0.01% 228
2024
Q2 		$29.9K Hold
769
– – 0.01% 228
2024
Q1 		$30.4K Hold
769
– – 0.01% 235
2023
Q4 		$31.6K Hold
769
– – 0.01% 228
2023
Q3 		$29.2K Hold
769
– – 0.01% 222
2023
Q2 		$33.1K Hold
769
– – 0.01% 236
2023
Q1 		$32.7K Hold
769
– – 0.02% 235
2022
Q4 		$30.8K Buy
+769
New +$30.1K 0.02% 237

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Richard W. Paul & Associates's FTS Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Fortis (FTS) in Q1 2025, closing a stake of 769 shares — an estimated $32K sold.

Richard W. Paul & Associates first reported a position in FTS in Q4 2022 and held it in 9 quarters. The position peaked at $34.9K in Q3 2024. 295 funds tracked by Wall St. Rank hold FTS as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Fortis position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 769 Fortis shares in Q1 2025, an estimated $32K.
  • Richard W. Paul & Associates first reported a position in Fortis in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Fortis position peaked at $34.9K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Fortis as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.