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Fortitude Advisory Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Fortitude Advisory Group’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-246
Closed -$4K – 762
2022
Q1 		$4K Hold
246
– – ﹤0.01% 1211
2021
Q4 		$4K Buy
+246
New +$3.82K ﹤0.01% 1244

Other funds holding JRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2022, closing a stake of 246 shares — an estimated $4K sold.

Fortitude Advisory Group first reported a position in JRI in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 79 funds tracked by Wall St. Rank hold JRI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 246 Nuveen Real Asset Income & Growth Fund shares in Q2 2022, an estimated $4K.
  • Fortitude Advisory Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Nuveen Real Asset Income & Growth Fund position peaked at $4K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2022.

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