Wipfli Financial Advisors’s Fortis FTS Stock Holding History

Wipfli Financial Advisors’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	$44K	Buy	+1,157	New	+$52.3K	﹤0.01%	1146

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Wipfli Financial Advisors's FTS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Fortis (FTS) in Q3 2022: 1,157 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings.

273 funds tracked by Wall St. Rank hold FTS as of Q3 2022.

Wipfli Financial Advisors held 1,157 shares of Fortis worth $44K as of Q3 2022.
Fortis was a new Wipfli Financial Advisors position in Q3 2022.
Fortis made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1146 holding.
273 funds tracked by Wall St. Rank held Fortis as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.