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UMB Bank’s Fortis FTS Stock Holding History

UMB Bank’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
Q1 		– Sell
-45
Closed -$2K – 1738
2022
Q4 		$2K Hold
45
– – ﹤0.01% 1548
2022
Q3 		$2K Sell
45
-177
-80% -$8.01K ﹤0.01% 1596
2022
Q2 		$10K Hold
222
– – ﹤0.01% 1396
2022
Q1 		$11K Hold
222
– – ﹤0.01% 1456
2021
Q4 		$11K Buy
+222
New +$10K ﹤0.01% 1422

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

UMB Bank's FTS Position: Q1 2023 in Review

UMB Bank sold out of Fortis (FTS) in Q1 2023, closing a stake of 45 shares — an estimated $2K sold.

UMB Bank first reported a position in FTS in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 275 funds tracked by Wall St. Rank hold FTS as of Q1 2023.

  • UMB Bank reported no remaining Fortis position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 45 Fortis shares in Q1 2023, an estimated $2K.
  • UMB Bank first reported a position in Fortis in Q4 2021 and held it in 5 quarters.
  • UMB Bank's Fortis position peaked at $11K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Fortis as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.