Fortis shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Fortis (FTS) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Fortis
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All positions including Fortis held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fortis by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $669k | 16k | 41.13 |
| 2023-09-30 | $705k | 19k | 37.99 |
| 2023-06-30 | $931k | 22k | 43.09 |
| 2023-03-31 | $1.0M | 24k | 42.53 |
| 2022-12-31 | $965k | 24k | 40.04 |
| 2022-09-30 | $670k | 18k | 38.00 |
| 2022-06-30 | $818k | 17k | 47.28 |
| 2022-03-31 | $698k | 14k | 49.49 |
| 2021-12-31 | $723k | 15k | 48.27 |
| 2021-09-30 | $641k | 15k | 44.32 |
| 2021-06-30 | $641k | 15k | 44.26 |
| 2021-03-31 | $628k | 14k | 43.96 |
| 2020-12-31 | $598k | 15k | 40.86 |
| 2020-09-30 | $679k | 17k | 40.89 |
| 2020-06-30 | $603k | 16k | 38.12 |
| 2020-03-31 | $686k | 18k | 38.92 |
| 2019-12-31 | $760k | 18k | 41.92 |
| 2019-09-30 | $765k | 18k | 41.92 |
| 2019-06-30 | $605k | 16k | 38.92 |
| 2019-03-31 | $464k | 13k | 35.93 |
| 2018-12-31 | $419k | 13k | 32.93 |
| 2018-09-30 | $217k | 6.6k | 33.02 |