Fortitude Advisory Group’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-46	Closed	-$5K	–	974
2022 Q1	$5K	Buy	46 +27	+142%	+$3.08K	﹤0.01%	1167
2021 Q4	$2K	Buy	+19	New	+$2.24K	﹤0.01%	1395

Other funds holding PII

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

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

Fortitude Advisory Group sold out of Polaris (PII) in Q2 2022, closing a stake of 46 shares — an estimated $5K sold.

Fortitude Advisory Group first reported a position in PII in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 435 funds tracked by Wall St. Rank hold PII as of Q2 2022.

Fortitude Advisory Group reported no remaining Polaris position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 46 Polaris shares in Q2 2022, an estimated $5K.
Fortitude Advisory Group first reported a position in Polaris in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Polaris position peaked at $5K in Q1 2022.
435 funds tracked by Wall St. Rank held Polaris as of Q2 2022.

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