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Fortis Capital Advisors’s Leonardo DRS DRS Stock Holding History

Fortis Capital Advisors’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-338
Closed -$4.38K – 239
2023
Q1 		$4.38K Sell
338
-4,757
-93% -$61.5K ﹤0.01% 511
2022
Q4 		$65.1K Buy
+5,095
New +$59.1K 0.04% 270

Other funds holding DRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

Fortis Capital Advisors sold out of Leonardo DRS (DRS) in Q2 2023, closing a stake of 338 shares — an estimated $4.38K sold.

Fortis Capital Advisors first reported a position in DRS in Q4 2022 and held it in 2 quarters. The position peaked at $65.1K in Q4 2022. 117 funds tracked by Wall St. Rank hold DRS as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Leonardo DRS position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 338 Leonardo DRS shares in Q2 2023, an estimated $4.38K.
  • Fortis Capital Advisors first reported a position in Leonardo DRS in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Leonardo DRS position peaked at $65.1K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2023.

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