A detailed history of Beverly Hills Private Wealth, LLC transactions in Fortis Inc. stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 9,203 shares of FTS stock, worth $384,961. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,203
Previous 10,695 13.95%
Holding current value
$384,961
Previous $415 Million 0.66%
% of portfolio
0.08%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$38.61 - $45.65 $57,606 - $68,109
-1,492 Reduced 13.95%
9,203 $418 Million
Q2 2024

Aug 07, 2024

BUY
$37.14 - $41.1 $87,093 - $96,379
2,345 Added 28.08%
10,695 $415 Million
Q1 2024

May 08, 2024

BUY
$38.48 - $42.01 $101,971 - $111,326
2,650 Added 46.49%
8,350 $330 Million
Q4 2023

Jan 29, 2024

SELL
$36.93 - $41.65 $56,576 - $63,807
-1,532 Reduced 21.18%
5,700 $234 Million
Q3 2023

Nov 08, 2023

SELL
$37.99 - $43.63 $645,450 - $741,273
-16,990 Reduced 70.14%
7,232 $275 Million
Q2 2023

Aug 09, 2023

BUY
$41.78 - $45.87 $618,970 - $679,564
14,815 Added 157.49%
24,222 $973 Million
Q1 2023

May 03, 2023

BUY
$38.53 - $42.67 $139,170 - $154,124
3,612 Added 62.33%
9,407 $400 Million
Q4 2022

Feb 13, 2023

BUY
$36.15 - $41.16 $209,489 - $238,522
5,795 New
5,795 $232 Million

Others Institutions Holding FTS

About Fortis Inc.


  • Ticker FTS
  • Exchange OTC
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 478,700,000
  • Market Cap $20B
  • Description
  • Fortis Inc. operates as an electric and gas utility company in Canada, the United States, and the Caribbean countries. It generates, transmits, and distributes electricity to approximately 438,000 retail customers in southeastern Arizona; and 100,000 retail customers in Arizona's Mohave and Santa Cruz counties with an aggregate capacity of 3,485...
More about FTS
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.