Fortitude Advisory Group’s Sun Communities SUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-67	Closed	-$12K	–	1147
2022 Q1	$12K	Sell	67 -12	-15%	-$2.23K	0.01%	979
2021 Q4	$17K	Buy	+79	New	+$15.6K	0.01%	891

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Fortitude Advisory Group sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 67 shares — an estimated $12K sold.

Fortitude Advisory Group first reported a position in SUI in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

Fortitude Advisory Group reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 67 Sun Communities shares in Q2 2022, an estimated $12K.
Fortitude Advisory Group first reported a position in Sun Communities in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Sun Communities position peaked at $17K in Q4 2021.
502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

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