Fortitude Advisory Group’s Cedar Fair FUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-32	Closed	-$2K	–	1539
2021 Q4	$2K	Buy	+32	New	+$1.53K	﹤0.01%	1372

Other funds holding FUN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fortitude Advisory Group's FUN Position: Q1 2022 in Review

Fortitude Advisory Group sold out of Cedar Fair (FUN) in Q1 2022, closing a stake of 32 shares — an estimated $2K sold.

Fortitude Advisory Group first reported a position in FUN in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 183 funds tracked by Wall St. Rank hold FUN as of Q1 2022.

Fortitude Advisory Group reported no remaining Cedar Fair position as of Q1 2022 after selling out during the quarter.
Fortitude Advisory Group sold 32 Cedar Fair shares in Q1 2022, an estimated $2K.
Fortitude Advisory Group first reported a position in Cedar Fair in Q4 2021 and held it in 1 quarter.
Fortitude Advisory Group's Cedar Fair position peaked at $2K in Q4 2021.
183 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2022.

Based on Fortitude Advisory Group's 13F filing for Q1 2022, filed 25 May 2022.