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WealthPLAN Partners’s Fortis FTS Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-45
Closed -$1.94K – 598
2023
Q2 		$1.94K Hold
45
– – ﹤0.01% 1081
2023
Q1 		$1.91K Buy
+45
New +$1.84K ﹤0.01% 1139

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

WealthPLAN Partners's FTS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fortis (FTS) in Q3 2023, closing a stake of 45 shares — an estimated $1.94K sold.

WealthPLAN Partners first reported a position in FTS in Q1 2023 and held it in 2 quarters. The position peaked at $1.94K in Q2 2023. 265 funds tracked by Wall St. Rank hold FTS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Fortis position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 45 Fortis shares in Q3 2023, an estimated $1.94K.
  • WealthPLAN Partners first reported a position in Fortis in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Fortis position peaked at $1.94K in Q2 2023.
  • 265 funds tracked by Wall St. Rank held Fortis as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.