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Hldgs shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8k 142 47.88
2023-12-31 $12k 284 41.26
2023-09-30 $6.0k 142 42.31
2020-09-30 $3.0k 100 30.00

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
Citadel Advisors
Bank of America Corporation
Nomura Holdings
Parallax Volatility Advisers
Dimensional Fund Advisors
Newport Trust
UBS Group
LSV Asset Management
D. E. Shaw & Co
Millennium Management
U.S. Global Investors
Point72 Asset Management
Walleye Trading

View all funds holding Hldgs