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Fortitude Advisory Group’s EnerSys ENS Stock Holding History

Fortitude Advisory Group’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-196
Closed -$15K – 522
2022
Q1 		$15K Hold
196
– – 0.01% 918
2021
Q4 		$15K Buy
+196
New +$15.3K 0.01% 915

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Fortitude Advisory Group sold out of EnerSys (ENS) in Q2 2022, closing a stake of 196 shares — an estimated $15K sold.

Fortitude Advisory Group first reported a position in ENS in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 264 funds tracked by Wall St. Rank hold ENS as of Q2 2022.

  • Fortitude Advisory Group reported no remaining EnerSys position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 196 EnerSys shares in Q2 2022, an estimated $15K.
  • Fortitude Advisory Group first reported a position in EnerSys in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's EnerSys position peaked at $15K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held EnerSys as of Q2 2022.

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