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Fortis Capital Advisors’s iShares US Energy ETF IYE Stock Holding History

Fortis Capital Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-789
Closed -$34.5K – 379
2023
Q1 		$34.5K Hold
789
– – 0.02% 336
2022
Q4 		$36.7K Buy
+789
New +$36.9K 0.02% 333

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Fortis Capital Advisors sold out of iShares US Energy ETF (IYE) in Q2 2023, closing a stake of 789 shares — an estimated $34.5K sold.

Fortis Capital Advisors first reported a position in IYE in Q4 2022 and held it in 2 quarters. The position peaked at $36.7K in Q4 2022. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares US Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 789 iShares US Energy ETF shares in Q2 2023, an estimated $34.5K.
  • Fortis Capital Advisors first reported a position in iShares US Energy ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares US Energy ETF position peaked at $36.7K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

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