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Fortitude Advisory Group’s Carlisle Companies CSL Stock Holding History

Fortitude Advisory Group’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-330
Closed -$81K – 437
2022
Q1 		$81K Sell
330
-2
-0.6% -$469 0.04% 396
2021
Q4 		$82K Buy
+332
New +$76.2K 0.04% 398

Other funds holding CSL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Carlisle Companies (CSL) in Q2 2022, closing a stake of 330 shares — an estimated $81K sold.

Fortitude Advisory Group first reported a position in CSL in Q4 2021 and held it in 2 quarters. The position peaked at $82K in Q4 2021. 501 funds tracked by Wall St. Rank hold CSL as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Carlisle Companies position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 330 Carlisle Companies shares in Q2 2022, an estimated $81K.
  • Fortitude Advisory Group first reported a position in Carlisle Companies in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Carlisle Companies position peaked at $82K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2022.

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