Fortitude Advisory Group’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-602	Closed	-$27K	–	1073
2022 Q1	$27K	Hold	602	–	–	0.01%	735
2021 Q4	$28K	Buy	+602	New	+$29.2K	0.01%	736

Other funds holding SF

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Stifel (SF) in Q2 2022, closing a stake of 602 shares — an estimated $27K sold.

Fortitude Advisory Group first reported a position in SF in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 352 funds tracked by Wall St. Rank hold SF as of Q2 2022.

Fortitude Advisory Group reported no remaining Stifel position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 602 Stifel shares in Q2 2022, an estimated $27K.
Fortitude Advisory Group first reported a position in Stifel in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Stifel position peaked at $28K in Q4 2021.
352 funds tracked by Wall St. Rank held Stifel as of Q2 2022.

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