Fortitude Advisory Group’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,413	Closed	-$129K	–	366
2022 Q1	$129K	Sell	2,413 -151	-6%	-$9.33K	0.07%	295
2021 Q4	$154K	Buy	+2,564	New	+$170K	0.08%	255

Other funds holding C

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Citigroup (C) in Q2 2022, closing a stake of 2,413 shares — an estimated $129K sold.

Fortitude Advisory Group first reported a position in C in Q4 2021 and held it in 2 quarters. The position peaked at $154K in Q4 2021. 1,659 funds tracked by Wall St. Rank hold C as of Q2 2022.

Fortitude Advisory Group reported no remaining Citigroup position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 2,413 Citigroup shares in Q2 2022, an estimated $129K.
Fortitude Advisory Group first reported a position in Citigroup in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Citigroup position peaked at $154K in Q4 2021.
1,659 funds tracked by Wall St. Rank held Citigroup as of Q2 2022.

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