Fortis Group Advisors’s FiscalNote NOTE Stock Holding History

Fortis Group Advisors’s Portfolio NOTE Stock Details NOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,000	Closed	-$51.4K	–	521
2024 Q4	$51.4K	Buy	+4,000	New	+$48.7K	0.01%	214

Other funds holding NOTE

MCP

Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

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

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fortis Group Advisors's NOTE Position: Q1 2025 in Review

Fortis Group Advisors sold out of FiscalNote (NOTE) in Q1 2025, closing a stake of 4,000 shares — an estimated $51.4K sold.

Fortis Group Advisors first reported a position in NOTE in Q4 2024 and held it in 1 quarter. The position peaked at $51.4K in Q4 2024. 91 funds tracked by Wall St. Rank hold NOTE as of Q1 2025.

Fortis Group Advisors reported no remaining FiscalNote position as of Q1 2025 after selling out during the quarter.
Fortis Group Advisors sold 4,000 FiscalNote shares in Q1 2025, an estimated $51.4K.
Fortis Group Advisors first reported a position in FiscalNote in Q4 2024 and held it in 1 quarter.
Fortis Group Advisors's FiscalNote position peaked at $51.4K in Q4 2024.
91 funds tracked by Wall St. Rank held FiscalNote as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.