Fortitude Advisory Group’s abrdn Australia Equity Fund IAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,171	Closed	-$22K	–	676
2022 Q1	$22K	Buy	1,171 +311	+36%	+$5.39K	0.01%	801
2021 Q4	$16K	Buy	+860	New	+$15.6K	0.01%	898

Other funds holding IAF

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

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

Fortitude Advisory Group sold out of abrdn Australia Equity Fund (IAF) in Q2 2022, closing a stake of 1,171 shares — an estimated $22K sold.

Fortitude Advisory Group first reported a position in IAF in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 23 funds tracked by Wall St. Rank hold IAF as of Q2 2022.

Fortitude Advisory Group reported no remaining abrdn Australia Equity Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 1,171 abrdn Australia Equity Fund shares in Q2 2022, an estimated $22K.
Fortitude Advisory Group first reported a position in abrdn Australia Equity Fund in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's abrdn Australia Equity Fund position peaked at $22K in Q1 2022.
23 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2022.

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