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Van Hulzen Asset Management’s Fortis FTS Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-24
Closed -$998 – 586
2024
Q4 		$998 Buy
+24
New +$1.05K ﹤0.01% 1033

Other funds holding FTS

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Van Hulzen Asset Management's FTS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Fortis (FTS) in Q1 2025, closing a stake of 24 shares — an estimated $998 sold.

Van Hulzen Asset Management first reported a position in FTS in Q4 2024 and held it in 1 quarter. The position peaked at $998 in Q4 2024. 295 funds tracked by Wall St. Rank hold FTS as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Fortis position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 24 Fortis shares in Q1 2025, an estimated $998.
  • Van Hulzen Asset Management first reported a position in Fortis in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Fortis position peaked at $998 in Q4 2024.
  • 295 funds tracked by Wall St. Rank held Fortis as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.