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Fortitude Advisory Group’s Ingersoll Rand IR Stock Holding History

Fortitude Advisory Group’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-235
Closed -$12K – 716
2022
Q1 		$12K Hold
235
– – 0.01% 971
2021
Q4 		$15K Buy
+235
New +$13.4K 0.01% 921

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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Ingersoll Rand (IR) in Q2 2022, closing a stake of 235 shares — an estimated $12K sold.

Fortitude Advisory Group first reported a position in IR in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 584 funds tracked by Wall St. Rank hold IR as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Ingersoll Rand position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 235 Ingersoll Rand shares in Q2 2022, an estimated $12K.
  • Fortitude Advisory Group first reported a position in Ingersoll Rand in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Ingersoll Rand position peaked at $15K in Q4 2021.
  • 584 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2022.

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