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Fortitude Advisory Group’s iShares China Large-Cap ETF FXI Stock Holding History

Fortitude Advisory Group’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-146
Closed -$5K – 602
2022
Q1 		$5K Hold
146
– – ﹤0.01% 1159
2021
Q4 		$5K Buy
+146
New +$5.73K ﹤0.01% 1186

Other funds holding FXI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Fortitude Advisory Group sold out of iShares China Large-Cap ETF (FXI) in Q2 2022, closing a stake of 146 shares — an estimated $5K sold.

Fortitude Advisory Group first reported a position in FXI in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 283 funds tracked by Wall St. Rank hold FXI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares China Large-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 146 iShares China Large-Cap ETF shares in Q2 2022, an estimated $5K.
  • Fortitude Advisory Group first reported a position in iShares China Large-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares China Large-Cap ETF position peaked at $5K in Q1 2022.
  • 283 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2022.

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