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Fortitude Family Office’s Amalgamated Financial AMAL Stock Holding History

Fortitude Family Office’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-515
Closed -$12.4K – 967
2024
Q1 		$12.4K Buy
+515
New +$12.7K 0.01% 352

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Fortitude Family Office's AMAL Position: Q2 2024 in Review

Fortitude Family Office sold out of Amalgamated Financial (AMAL) in Q2 2024, closing a stake of 515 shares — an estimated $12.4K sold.

Fortitude Family Office first reported a position in AMAL in Q1 2024 and held it in 1 quarter. The position peaked at $12.4K in Q1 2024. 154 funds tracked by Wall St. Rank hold AMAL as of Q2 2024.

  • Fortitude Family Office reported no remaining Amalgamated Financial position as of Q2 2024 after selling out during the quarter.
  • Fortitude Family Office sold 515 Amalgamated Financial shares in Q2 2024, an estimated $12.4K.
  • Fortitude Family Office first reported a position in Amalgamated Financial in Q1 2024 and held it in 1 quarter.
  • Fortitude Family Office's Amalgamated Financial position peaked at $12.4K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2024.

Based on Fortitude Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.