FCA
SOBR

Fortis Capital Advisors’s SOBR SAFE INC 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

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

Fortis Capital Advisors sold out of SOBR SAFE INC (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 INC position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1 SOBR SAFE INC share in Q2 2023, an estimated $1.55K.
  • Fortis Capital Advisors first reported a position in SOBR SAFE INC in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's SOBR SAFE INC position peaked at $1.55K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held SOBR SAFE INC as of Q2 2023.

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