FAG
PAI

Fortitude Advisory Group’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Fortitude Advisory Group’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,213
Closed -$98K – 945
2022
Q1 		$98K Hold
7,213
– – 0.05% 352
2021
Q4 		$113K Buy
+7,213
New +$114K 0.06% 323

Other funds holding PAI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MCWA
Meadow Creek Wealth Advisors Atlanta, Georgia $155M AUM 23.95% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Western Asset Investment Grade Income Fund (PAI) in Q2 2022, closing a stake of 7,213 shares — an estimated $98K sold.

Fortitude Advisory Group first reported a position in PAI in Q4 2021 and held it in 2 quarters. The position peaked at $113K in Q4 2021. 29 funds tracked by Wall St. Rank hold PAI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Western Asset Investment Grade Income Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 7,213 Western Asset Investment Grade Income Fund shares in Q2 2022, an estimated $98K.
  • Fortitude Advisory Group first reported a position in Western Asset Investment Grade Income Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Western Asset Investment Grade Income Fund position peaked at $113K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2022.

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