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Fortis Capital Advisors’s Steel Dynamics STLD Stock Holding History

Fortis Capital Advisors’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-883
Closed -$99.8K – 553
2023
Q1 		$99.8K Buy
883
+874
+9,711% +$102K 0.05% 183
2022
Q4 		$879 Buy
+9
New +$866 ﹤0.01% 619

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fortis Capital Advisors sold out of Steel Dynamics (STLD) in Q2 2023, closing a stake of 883 shares — an estimated $99.8K sold.

Fortis Capital Advisors first reported a position in STLD in Q4 2022 and held it in 2 quarters. The position peaked at $99.8K in Q1 2023. 704 funds tracked by Wall St. Rank hold STLD as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Steel Dynamics position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 883 Steel Dynamics shares in Q2 2023, an estimated $99.8K.
  • Fortis Capital Advisors first reported a position in Steel Dynamics in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Steel Dynamics position peaked at $99.8K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2023.

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