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Fortitude Advisory Group’s Central Pacific Financial CPF Stock Holding History

Fortitude Advisory Group’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-46
Closed -$1K – 428
2022
Q1 		$1K Hold
46
– – ﹤0.01% 1428
2021
Q4 		$1K Buy
+46
New +$1.26K ﹤0.01% 1470

Other funds holding CPF

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Central Pacific Financial (CPF) in Q2 2022, closing a stake of 46 shares — an estimated $1K sold.

Fortitude Advisory Group first reported a position in CPF in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 155 funds tracked by Wall St. Rank hold CPF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Central Pacific Financial position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 46 Central Pacific Financial shares in Q2 2022, an estimated $1K.
  • Fortitude Advisory Group first reported a position in Central Pacific Financial in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Central Pacific Financial position peaked at $1K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2022.

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