FAG
EG icon

Fortitude Advisory Group’s Everest Group EG Stock Holding History

Fortitude Advisory Group’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-338
Closed -$102K – 510
2022
Q1 		$102K Buy
338
+28
+9% +$8.04K 0.05% 345
2021
Q4 		$85K Buy
+310
New +$83.8K 0.04% 390

Other funds holding EG

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Everest Group (EG) in Q2 2022, closing a stake of 338 shares — an estimated $102K sold.

Fortitude Advisory Group first reported a position in EG in Q4 2021 and held it in 2 quarters. The position peaked at $102K in Q1 2022. 530 funds tracked by Wall St. Rank hold EG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Everest Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 338 Everest Group shares in Q2 2022, an estimated $102K.
  • Fortitude Advisory Group first reported a position in Everest Group in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Everest Group position peaked at $102K in Q1 2022.
  • 530 funds tracked by Wall St. Rank held Everest Group as of Q2 2022.

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