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Schubert & Co’s Fortis FTS Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-47
Closed -$2K – 599
2023
Q1 		$2K Buy
47
+5
+12% +$205 ﹤0.01% 917
2022
Q4 		$1.68K Buy
+42
New +$1.65K ﹤0.01% 957
2022
Q3 		– Sell
-44
Closed -$2K – 1442
2022
Q2 		$2K Buy
+44
New +$2.16K ﹤0.01% 775

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Schubert & Co's FTS Position: Q2 2023 in Review

Schubert & Co sold out of Fortis (FTS) in Q2 2023, closing a stake of 47 shares — an estimated $2K sold.

Schubert & Co first reported a position in FTS in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 267 funds tracked by Wall St. Rank hold FTS as of Q2 2023.

  • Schubert & Co reported no remaining Fortis position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 47 Fortis shares in Q2 2023, an estimated $2K.
  • Schubert & Co first reported a position in Fortis in Q2 2022 and held it in 3 quarters.
  • Schubert & Co's Fortis position peaked at $2K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Fortis as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.