HI
FRTY icon

Harbour Investments’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Harbour Investments’s Portfolio FRTY Stock Details FRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$1K – 3836
2021
Q1 		$1K Buy
+50
New +$991 ﹤0.01% 3376

Other funds holding FRTY

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Harbour Investments's FRTY Position: Q2 2021 in Review

Harbour Investments sold out of Alger Mid Cap 40 ETF (FRTY) in Q2 2021, closing a stake of 50 shares — an estimated $1K sold.

Harbour Investments first reported a position in FRTY in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 7 funds tracked by Wall St. Rank hold FRTY as of Q2 2021.

  • Harbour Investments reported no remaining Alger Mid Cap 40 ETF position as of Q2 2021 after selling out during the quarter.
  • Harbour Investments sold 50 Alger Mid Cap 40 ETF shares in Q2 2021, an estimated $1K.
  • Harbour Investments first reported a position in Alger Mid Cap 40 ETF in Q1 2021 and held it in 1 quarter.
  • Harbour Investments's Alger Mid Cap 40 ETF position peaked at $1K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2021.

Based on Harbour Investments's 13F filing for Q2 2021, filed 16 Aug 2021.