Fortitude Advisory Group’s Unum UNM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-219	Closed	-$7K	–	1220
2022 Q1	$7K	Hold	219	–	–	﹤0.01%	1112
2021 Q4	$5K	Buy	+219	New	+$5.61K	﹤0.01%	1198

Other funds holding UNM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fortitude Advisory Group sold out of Unum (UNM) in Q2 2022, closing a stake of 219 shares — an estimated $7K sold.

Fortitude Advisory Group first reported a position in UNM in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

Fortitude Advisory Group reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 219 Unum shares in Q2 2022, an estimated $7K.
Fortitude Advisory Group first reported a position in Unum in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Unum position peaked at $7K in Q1 2022.
486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

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