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Fortis Capital Advisors’s Sigma Lithium SGML Stock Holding History

Fortis Capital Advisors’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-280
Closed -$7.9K – 754
2022
Q4 		$7.9K Buy
+280
New +$9K ﹤0.01% 490

Other funds holding SGML

NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

Fortis Capital Advisors sold out of Sigma Lithium (SGML) in Q1 2023, closing a stake of 280 shares — an estimated $7.9K sold.

Fortis Capital Advisors first reported a position in SGML in Q4 2022 and held it in 1 quarter. The position peaked at $7.9K in Q4 2022. 92 funds tracked by Wall St. Rank hold SGML as of Q1 2023.

  • Fortis Capital Advisors reported no remaining Sigma Lithium position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 280 Sigma Lithium shares in Q1 2023, an estimated $7.9K.
  • Fortis Capital Advisors first reported a position in Sigma Lithium in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's Sigma Lithium position peaked at $7.9K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Sigma Lithium as of Q1 2023.

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