FAG
RBA icon

Fortitude Advisory Group’s RB Global RBA Stock Holding History

Fortitude Advisory Group’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-160
Closed -$9K – 1019
2022
Q1 		$9K Hold
160
– – ﹤0.01% 1046
2021
Q4 		$10K Buy
+160
New +$10.7K 0.01% 1045

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Fortitude Advisory Group sold out of RB Global (RBA) in Q2 2022, closing a stake of 160 shares — an estimated $9K sold.

Fortitude Advisory Group first reported a position in RBA in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 305 funds tracked by Wall St. Rank hold RBA as of Q2 2022.

  • Fortitude Advisory Group reported no remaining RB Global position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 160 RB Global shares in Q2 2022, an estimated $9K.
  • Fortitude Advisory Group first reported a position in RB Global in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's RB Global position peaked at $10K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held RB Global as of Q2 2022.

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