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Fortis Capital Advisors’s Nucor NUE Stock Holding History

Fortis Capital Advisors’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,319
Closed -$204K – 445
2023
Q1 		$204K Buy
1,319
+664
+101% +$106K 0.11% 108
2022
Q4 		$86.3K Buy
+655
New +$89K 0.05% 239

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fortis Capital Advisors sold out of Nucor (NUE) in Q2 2023, closing a stake of 1,319 shares — an estimated $204K sold.

Fortis Capital Advisors first reported a position in NUE in Q4 2022 and held it in 2 quarters. The position peaked at $204K in Q1 2023. 1,182 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Nucor position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,319 Nucor shares in Q2 2023, an estimated $204K.
  • Fortis Capital Advisors first reported a position in Nucor in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Nucor position peaked at $204K in Q1 2023.
  • 1,182 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

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