Fortis Advisors’s Sigma Lithium SGML Stock Holding History

Fortis Advisors’s Portfolio SGML Stock Details SGML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$14.1K	–	281
2022 Q4	$14.1K	Buy	+500	New	+$16.1K	0.01%	196

Other funds holding SGML

Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TCM

Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Fortis Advisors's SGML Position: Q1 2023 in Review

Fortis Advisors sold out of Sigma Lithium (SGML) in Q1 2023, closing a stake of 500 shares — an estimated $14.1K sold.

Fortis Advisors first reported a position in SGML in Q4 2022 and held it in 1 quarter. The position peaked at $14.1K in Q4 2022. 92 funds tracked by Wall St. Rank hold SGML as of Q1 2023.

Fortis Advisors reported no remaining Sigma Lithium position as of Q1 2023 after selling out during the quarter.
Fortis Advisors sold 500 Sigma Lithium shares in Q1 2023, an estimated $14.1K.
Fortis Advisors first reported a position in Sigma Lithium in Q4 2022 and held it in 1 quarter.
Fortis Advisors's Sigma Lithium position peaked at $14.1K in Q4 2022.
92 funds tracked by Wall St. Rank held Sigma Lithium as of Q1 2023.

Based on Fortis Advisors's 13F filing for Q1 2023, filed 9 May 2023.