Fortis Capital Advisors’s BP BP Stock Holding History

Fortis Capital Advisors’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-110	Closed	-$4.17K	–	168
2023 Q1	$4.17K	Sell	110 -1,505	-93%	-$56.2K	﹤0.01%	518
2022 Q4	$56.4K	Buy	+1,615	New	+$53.7K	0.03%	284

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fortis Capital Advisors's BP Position: Q2 2023 in Review

Fortis Capital Advisors sold out of BP (BP) in Q2 2023, closing a stake of 110 shares — an estimated $4.17K sold.

Fortis Capital Advisors first reported a position in BP in Q4 2022 and held it in 2 quarters. The position peaked at $56.4K in Q4 2022. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

Fortis Capital Advisors reported no remaining BP position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 110 BP shares in Q2 2023, an estimated $4.17K.
Fortis Capital Advisors first reported a position in BP in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's BP position peaked at $56.4K in Q4 2022.
1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.