Syverson Strege & Co’s Fortis FTS Stock Holding History

Syverson Strege & 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	-79	Closed	-$3.36K	–	273
2023 Q1	$3.36K	Buy	+79	New	+$3.23K	﹤0.01%	401

Other funds holding FTS

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Syverson Strege & Co's FTS Position: Q2 2023 in Review

Syverson Strege & Co sold out of Fortis (FTS) in Q2 2023, closing a stake of 79 shares — an estimated $3.36K sold.

Syverson Strege & Co first reported a position in FTS in Q1 2023 and held it in 1 quarter. The position peaked at $3.36K in Q1 2023. 267 funds tracked by Wall St. Rank hold FTS as of Q2 2023.

Syverson Strege & Co reported no remaining Fortis position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 79 Fortis shares in Q2 2023, an estimated $3.36K.
Syverson Strege & Co first reported a position in Fortis in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Fortis position peaked at $3.36K in Q1 2023.
267 funds tracked by Wall St. Rank held Fortis as of Q2 2023.

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