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Fortitude Advisory Group’s UBS Group UBS Stock Holding History

Fortitude Advisory Group’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,048
Closed -$20K – 1212
2022
Q1 		$20K Sell
1,048
-30
-3% -$568 0.01% 837
2021
Q4 		$19K Buy
+1,078
New +$19K 0.01% 863

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UBS Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fortitude Advisory Group sold out of UBS Group (UBS) in Q2 2022, closing a stake of 1,048 shares — an estimated $20K sold.

Fortitude Advisory Group first reported a position in UBS in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

  • Fortitude Advisory Group reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,048 UBS Group shares in Q2 2022, an estimated $20K.
  • Fortitude Advisory Group first reported a position in UBS Group in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's UBS Group position peaked at $20K in Q1 2022.
  • 368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

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