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Fortis Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Fortis Advisors’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-398
Closed -$17.9K – 146
2023
Q1 		$17.9K Buy
+398
New +$17.1K 0.01% 186

Other funds holding FEZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortis Advisors's FEZ Position: Q2 2023 in Review

Fortis Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2023, closing a stake of 398 shares — an estimated $17.9K sold.

Fortis Advisors first reported a position in FEZ in Q1 2023 and held it in 1 quarter. The position peaked at $17.9K in Q1 2023. 226 funds tracked by Wall St. Rank hold FEZ as of Q2 2023.

  • Fortis Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 398 State Street SPDR EURO STOXX 50 ETF shares in Q2 2023, an estimated $17.9K.
  • Fortis Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2023 and held it in 1 quarter.
  • Fortis Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $17.9K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.