FA
BANX

Fortis Advisors’s ArrowMark Financial BANX Stock Holding History

Fortis Advisors’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-160
Closed -$3K – 184
2020
Q1 		$3K Hold
160
– – ﹤0.01% 292
2019
Q4 		$4K Buy
+160
New +$3.62K ﹤0.01% 290

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Fortis Advisors's BANX Position: Q2 2020 in Review

Fortis Advisors sold out of ArrowMark Financial (BANX) in Q2 2020, closing a stake of 160 shares — an estimated $3K sold.

Fortis Advisors first reported a position in BANX in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 37 funds tracked by Wall St. Rank hold BANX as of Q2 2020.

  • Fortis Advisors reported no remaining ArrowMark Financial position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 160 ArrowMark Financial shares in Q2 2020, an estimated $3K.
  • Fortis Advisors first reported a position in ArrowMark Financial in Q4 2019 and held it in 2 quarters.
  • Fortis Advisors's ArrowMark Financial position peaked at $4K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.