Sierra Ocean’s Fortis FTS Stock Holding History

Sierra 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
2025 Q3	–	Sell	-225	Closed	-$10.7K	–	387
2025 Q2	$10.7K	Hold	225	–	–	0.01%	432
2025 Q1	$10.3K	Buy	225 +2	+0.9%	+$87	0.01%	432
2024 Q4	$9.27K	Buy	+223	New	+$9.75K	0.01%	445

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Sierra Ocean's FTS Position: Q3 2025 in Review

Sierra Ocean sold out of Fortis (FTS) in Q3 2025, closing a stake of 225 shares — an estimated $10.7K sold.

Sierra Ocean first reported a position in FTS in Q4 2024 and held it in 3 quarters. The position peaked at $10.7K in Q2 2025. 312 funds tracked by Wall St. Rank hold FTS as of Q3 2025.

Sierra Ocean reported no remaining Fortis position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 225 Fortis shares in Q3 2025, an estimated $10.7K.
Sierra Ocean first reported a position in Fortis in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Fortis position peaked at $10.7K in Q2 2025.
312 funds tracked by Wall St. Rank held Fortis as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.