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Fortitude Advisory Group’s Portland General Electric POR Stock Holding History

Fortitude Advisory Group’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-766
Closed -$43K – 991
2022
Q1 		$43K Hold
766
– – 0.02% 586
2021
Q4 		$41K Buy
+766
New +$38.2K 0.02% 605

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Portland General Electric (POR) in Q2 2022, closing a stake of 766 shares — an estimated $43K sold.

Fortitude Advisory Group first reported a position in POR in Q4 2021 and held it in 2 quarters. The position peaked at $43K in Q1 2022. 346 funds tracked by Wall St. Rank hold POR as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Portland General Electric position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 766 Portland General Electric shares in Q2 2022, an estimated $43K.
  • Fortitude Advisory Group first reported a position in Portland General Electric in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Portland General Electric position peaked at $43K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2022.

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