FAG
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Fortitude Advisory Group’s Citizens Financial Group CFG Stock Holding History

Fortitude Advisory Group’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-616
Closed -$28K – 386
2022
Q1 		$28K Hold
616
– – 0.01% 713
2021
Q4 		$29K Buy
+616
New +$29.7K 0.01% 716

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 616 shares — an estimated $28K sold.

Fortitude Advisory Group first reported a position in CFG in Q4 2021 and held it in 2 quarters. The position peaked at $29K in Q4 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 616 Citizens Financial Group shares in Q2 2022, an estimated $28K.
  • Fortitude Advisory Group first reported a position in Citizens Financial Group in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Citizens Financial Group position peaked at $29K in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

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