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Tradition Wealth Management’s Fortis FTS Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-1,936
Closed -$80K – 683
2023
Q4 		$80K Sell
1,936
-18
-0.9% -$726 0.01% 520
2023
Q3 		$74K Sell
1,954
-44
-2% -$1.8K 0.01% 511
2023
Q2 		$86K Sell
1,998
-250
-11% -$10.9K 0.01% 486
2023
Q1 		$96K Buy
+2,248
New +$92K 0.01% 454

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Tradition Wealth Management's FTS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Fortis (FTS) in Q1 2024, closing a stake of 1,936 shares — an estimated $80K sold.

Tradition Wealth Management first reported a position in FTS in Q1 2023 and held it in 4 quarters. The position peaked at $96K in Q1 2023. 281 funds tracked by Wall St. Rank hold FTS as of Q1 2024.

  • Tradition Wealth Management reported no remaining Fortis position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,936 Fortis shares in Q1 2024, an estimated $80K.
  • Tradition Wealth Management first reported a position in Fortis in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Fortis position peaked at $96K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Fortis as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.