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Fortitude Advisory Group’s Humana HUM Stock Holding History

Fortitude Advisory Group’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-351
Closed -$153K – 670
2022
Q1 		$153K Hold
351
– – 0.08% 253
2021
Q4 		$163K Buy
+351
New +$155K 0.08% 240

Other funds holding HUM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Humana (HUM) in Q2 2022, closing a stake of 351 shares — an estimated $153K sold.

Fortitude Advisory Group first reported a position in HUM in Q4 2021 and held it in 2 quarters. The position peaked at $163K in Q4 2021. 959 funds tracked by Wall St. Rank hold HUM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Humana position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 351 Humana shares in Q2 2022, an estimated $153K.
  • Fortitude Advisory Group first reported a position in Humana in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Humana position peaked at $163K in Q4 2021.
  • 959 funds tracked by Wall St. Rank held Humana as of Q2 2022.

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