Fortitude Advisory Group’s Factset FDS Stock Holding History

Fortitude Advisory Group’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-25	Closed	-$11K	–	567
2022 Q1	$11K	Hold	25	–	–	0.01%	991
2021 Q4	$12K	Buy	+25	New	+$11.2K	0.01%	980

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Factset (FDS) in Q2 2022, closing a stake of 25 shares — an estimated $11K sold.

Fortitude Advisory Group first reported a position in FDS in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 692 funds tracked by Wall St. Rank hold FDS as of Q2 2022.

Fortitude Advisory Group reported no remaining Factset position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 25 Factset shares in Q2 2022, an estimated $11K.
Fortitude Advisory Group first reported a position in Factset in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Factset position peaked at $12K in Q4 2021.
692 funds tracked by Wall St. Rank held Factset as of Q2 2022.

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