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Western Wealth Management’s Fortis FTS Stock Holding History

Western 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
2022
Q3 		– Sell
-5,154
Closed -$244K – 822
2022
Q2 		$244K Buy
5,154
+39
+0.8% +$1.91K 0.01% 675
2022
Q1 		$254K Buy
+5,115
New +$240K 0.01% 730

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Western Wealth Management's FTS Position: Q3 2022 in Review

Western Wealth Management sold out of Fortis (FTS) in Q3 2022, closing a stake of 5,154 shares — an estimated $244K sold.

Western Wealth Management first reported a position in FTS in Q1 2022 and held it in 2 quarters. The position peaked at $254K in Q1 2022. 273 funds tracked by Wall St. Rank hold FTS as of Q3 2022.

  • Western Wealth Management reported no remaining Fortis position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 5,154 Fortis shares in Q3 2022, an estimated $244K.
  • Western Wealth Management first reported a position in Fortis in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's Fortis position peaked at $254K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Fortis as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.