Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-17,269
Closed -$205K 300
2023
Q1
$205K Hold
17,269
0.01% 271
2022
Q4
$175K Sell
17,269
-4
-0% -$74 0.01% 282
2022
Q3
$352K Hold
17,273
0.02% 217
2022
Q2
$428K Buy
17,273
+4
+0% +$156 0.02% 203
2022
Q1
$1.04M Hold
17,269
0.05% 134
2021
Q4
$2.57M Hold
17,269
0.12% 72
2021
Q3
$3.39M Sell
17,269
-18
-0.1% -$4.66K 0.18% 58
2021
Q2
$7.51M Buy
+17,287
New +$6.17M 0.45% 31

Other funds holding FIRY

AJ Wealth Strategies's FIRY Position: Q2 2023 in Review

AJ Wealth Strategies sold out of Firy Inc (FIRY) in Q2 2023, closing a stake of 17,269 shares — an estimated $205K sold.

AJ Wealth Strategies first reported a position in FIRY in Q2 2021 and held it in 8 quarters. The position peaked at $7.51M in Q2 2021. 103 funds tracked by Wall St. Rank hold FIRY as of Q2 2023.

  • AJ Wealth Strategies reported no remaining Firy Inc position as of Q2 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 17,269 Firy Inc shares in Q2 2023, an estimated $205K.
  • AJ Wealth Strategies first reported a position in Firy Inc in Q2 2021 and held it in 8 quarters.
  • AJ Wealth Strategies's Firy Inc position peaked at $7.51M in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Firy Inc as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.