Fortis Capital Advisors’s SOBR Safe SOBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$1.55K	–	535
2023 Q1	$1.55K	Buy	+1	New	+$1.97K	﹤0.01%	584

Other funds holding SOBR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

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

Fortis Capital Advisors sold out of SOBR Safe (SOBR) in Q2 2023, closing a stake of 1 share — an estimated $1.55K sold.

Fortis Capital Advisors first reported a position in SOBR in Q1 2023 and held it in 1 quarter. The position peaked at $1.55K in Q1 2023. 18 funds tracked by Wall St. Rank hold SOBR as of Q2 2023.

Fortis Capital Advisors reported no remaining SOBR Safe position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 1 SOBR Safe share in Q2 2023, an estimated $1.55K.
Fortis Capital Advisors first reported a position in SOBR Safe in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's SOBR Safe position peaked at $1.55K in Q1 2023.
18 funds tracked by Wall St. Rank held SOBR Safe as of Q2 2023.

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