TFC Financial Management’s Fortis FTS Stock Holding History

TFC Financial Management’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
2022 Q4	–	Sell	-31	Closed	-$1K	–	546
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	474
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	467
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	418
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	526
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	514
2021 Q2	$1K	Buy	+31	New	+$1.4K	﹤0.01%	514

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

BGC

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

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

TFC Financial Management's FTS Position: Q4 2022 in Review

TFC Financial Management sold out of Fortis (FTS) in Q4 2022, closing a stake of 31 shares — an estimated $1K sold.

TFC Financial Management first reported a position in FTS in Q2 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 280 funds tracked by Wall St. Rank hold FTS as of Q4 2022.

TFC Financial Management reported no remaining Fortis position as of Q4 2022 after selling out during the quarter.
TFC Financial Management sold 31 Fortis shares in Q4 2022, an estimated $1K.
TFC Financial Management first reported a position in Fortis in Q2 2021 and held it in 6 quarters.
TFC Financial Management's Fortis position peaked at $2K in Q1 2022.
280 funds tracked by Wall St. Rank held Fortis as of Q4 2022.

Based on TFC Financial Management's 13F filing for Q4 2022, filed 13 Feb 2023.