Fortitude Advisory Group’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Fortitude Advisory Group’s Portfolio AOD Stock Details AOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,768	Closed	-$27K	–	258
2022 Q1	$27K	Hold	2,768	–	–	0.01%	724
2021 Q4	$28K	Buy	+2,768	New	+$27.7K	0.01%	726

Other funds holding AOD

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortitude Advisory Group's AOD Position: Q2 2022 in Review

Fortitude Advisory Group sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q2 2022, closing a stake of 2,768 shares — an estimated $27K sold.

Fortitude Advisory Group first reported a position in AOD in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 119 funds tracked by Wall St. Rank hold AOD as of Q2 2022.

Fortitude Advisory Group reported no remaining abrdn Total Dynamic Dividend Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 2,768 abrdn Total Dynamic Dividend Fund shares in Q2 2022, an estimated $27K.
Fortitude Advisory Group first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's abrdn Total Dynamic Dividend Fund position peaked at $28K in Q4 2021.
119 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.