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Simplicity Solutions’s Fortis FTS Stock Holding History

Simplicity Solutions’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
Q4 		$317K Sell
7,698
-1,566
-17% -$63.1K 0.01% 823
2023
Q3 		$352K Buy
9,264
+468
+5% +$19.1K 0.01% 709
2023
Q2 		$379K Sell
8,796
-29
-0.3% -$1.26K 0.01% 752
2023
Q1 		$375K Buy
8,825
+2,437
+38% +$99.7K 0.01% 776
2022
Q4 		$256K Buy
6,388
+806
+14% +$31.6K 0.03% 527
2022
Q3 		$212K Buy
+5,582
New +$253K 0.03% 583

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Simplicity Solutions's FTS Position: Q4 2023 in Review

Simplicity Solutions reduced its Fortis (FTS) stake by 17% in Q4 2023, selling an estimated $63.1K and leaving 7,698 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #823.

Simplicity Solutions first reported a position in FTS in Q3 2022 and has held it in 6 quarters since. The position peaked at $379K in Q2 2023. 272 funds tracked by Wall St. Rank hold FTS as of Q4 2023.

  • Simplicity Solutions held 7,698 shares of Fortis worth $317K as of Q4 2023.
  • Simplicity Solutions sold 1,566 Fortis shares in Q4 2023, an estimated $63.1K.
  • Fortis made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #823 holding.
  • Simplicity Solutions first reported a position in Fortis in Q3 2022 and has held it in 6 quarters since.
  • Simplicity Solutions's Fortis position peaked at $379K in Q2 2023.
  • 272 funds tracked by Wall St. Rank held Fortis as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.