Fortis Capital Advisors’s Genesis Energy GEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$5.11K	–	703
2022 Q4	$5.11K	Buy	+500	New	+$5.14K	﹤0.01%	511

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Fortis Capital Advisors's GEL Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Genesis Energy (GEL) in Q1 2023, closing a stake of 500 shares — an estimated $5.11K sold.

Fortis Capital Advisors first reported a position in GEL in Q4 2022 and held it in 1 quarter. The position peaked at $5.11K in Q4 2022. 112 funds tracked by Wall St. Rank hold GEL as of Q1 2023.

Fortis Capital Advisors reported no remaining Genesis Energy position as of Q1 2023 after selling out during the quarter.
Fortis Capital Advisors sold 500 Genesis Energy shares in Q1 2023, an estimated $5.11K.
Fortis Capital Advisors first reported a position in Genesis Energy in Q4 2022 and held it in 1 quarter.
Fortis Capital Advisors's Genesis Energy position peaked at $5.11K in Q4 2022.
112 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.