Fortitude Advisory Group’s Schneider National SNDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-86	Closed	-$2K	–	1105
2022 Q1	$2K	Hold	86	–	–	﹤0.01%	1369
2021 Q4	$2K	Buy	+86	New	+$2.16K	﹤0.01%	1402

Other funds holding SNDR

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Schneider National (SNDR) in Q2 2022, closing a stake of 86 shares — an estimated $2K sold.

Fortitude Advisory Group first reported a position in SNDR in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 255 funds tracked by Wall St. Rank hold SNDR as of Q2 2022.

Fortitude Advisory Group reported no remaining Schneider National position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 86 Schneider National shares in Q2 2022, an estimated $2K.
Fortitude Advisory Group first reported a position in Schneider National in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Schneider National position peaked at $2K in Q1 2022.
255 funds tracked by Wall St. Rank held Schneider National as of Q2 2022.

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