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Fortitude Advisory Group’s Latham Group SWIM Stock Holding History

Fortitude Advisory Group’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-582
Closed -$8K – 1148
2022
Q1 		$8K Buy
+582
New +$9.68K ﹤0.01% 1078

Other funds holding SWIM

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AllianceBernstein
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Latham Group (SWIM) in Q2 2022, closing a stake of 582 shares — an estimated $8K sold.

Fortitude Advisory Group first reported a position in SWIM in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 126 funds tracked by Wall St. Rank hold SWIM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Latham Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 582 Latham Group shares in Q2 2022, an estimated $8K.
  • Fortitude Advisory Group first reported a position in Latham Group in Q1 2022 and held it in 1 quarter.
  • Fortitude Advisory Group's Latham Group position peaked at $8K in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Latham Group as of Q2 2022.

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