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Fortis Capital Advisors’s Ericsson ERIC Stock Holding History

Fortis Capital Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-57
Closed -$333 – 265
2023
Q1 		$333 Hold
57
– – ﹤0.01% 633
2022
Q4 		$333 Buy
+57
New +$343 ﹤0.01% 637

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Fortis Capital Advisors sold out of Ericsson (ERIC) in Q2 2023, closing a stake of 57 shares — an estimated $333 sold.

Fortis Capital Advisors first reported a position in ERIC in Q4 2022 and held it in 2 quarters. The position peaked at $333 in Q1 2023. 249 funds tracked by Wall St. Rank hold ERIC as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Ericsson position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 57 Ericsson shares in Q2 2023, an estimated $333.
  • Fortis Capital Advisors first reported a position in Ericsson in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Ericsson position peaked at $333 in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Ericsson as of Q2 2023.

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