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Fortitude Advisory Group’s United Microelectronic UMC Stock Holding History

Fortitude Advisory Group’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,000
Closed -$211K – 216
2024
Q3 		$211K Hold
25,000
– – 0.13% 181
2024
Q2 		$219K Sell
25,000
-100
-0.4% -$825 0.13% 163
2024
Q1 		$203K Hold
25,100
– – 0.11% 193
2023
Q4 		$212K Hold
25,100
– – 0.13% 182
2023
Q3 		$177K Hold
25,100
– – 0.12% 185
2023
Q2 		$198K Hold
25,100
– – 0.15% 182
2023
Q1 		$220K Hold
25,100
– – 0.17% 173
2022
Q4 		$164K Buy
+25,100
New +$166K 0.14% 194
2022
Q2 		– Sell
-100
Closed -$1K – 1217
2022
Q1 		$1K Hold
100
– – ﹤0.01% 1473
2021
Q4 		$1K Buy
+100
New +$1.11K ﹤0.01% 1510

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortitude Advisory Group's UMC Position: Q4 2024 in Review

Fortitude Advisory Group sold out of United Microelectronic (UMC) in Q4 2024, closing a stake of 25,000 shares — an estimated $211K sold.

Fortitude Advisory Group first reported a position in UMC in Q4 2021 and held it in 10 quarters. The position peaked at $220K in Q1 2023. 252 funds tracked by Wall St. Rank hold UMC as of Q4 2024.

  • Fortitude Advisory Group reported no remaining United Microelectronic position as of Q4 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 25,000 United Microelectronic shares in Q4 2024, an estimated $211K.
  • Fortitude Advisory Group first reported a position in United Microelectronic in Q4 2021 and held it in 10 quarters.
  • Fortitude Advisory Group's United Microelectronic position peaked at $220K in Q1 2023.
  • 252 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2024.

Based on Fortitude Advisory Group's 13F filing for Q4 2024, filed 22 Jan 2025.