Fortis shares owned by Icon Wealth Partners
Historical chart of Icon Wealth Partners investment in Fortis
Tip: Access up to 7 years of quarterly data
All positions including Fortis held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fortis by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $127k | 3.3k | 37.99 |
| 2023-06-30 | $144k | 3.3k | 43.09 |
| 2023-03-31 | $124k | 2.9k | 42.53 |
| 2019-09-30 | $240k | 5.7k | 42.37 |
| 2019-06-30 | $237k | 6.0k | 39.46 |
| 2019-03-31 | $222k | 6.0k | 36.96 |
| 2018-12-31 | $201k | 6.0k | 33.43 |
| 2018-09-30 | $214k | 6.6k | 32.44 |
| 2018-06-30 | $229k | 7.2k | 31.82 |
| 2018-03-31 | $243k | 7.2k | 33.73 |
| 2017-12-31 | $261k | 7.1k | 36.64 |