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Avior Wealth Management’s Freshworks FRSH Stock Holding History

Avior Wealth Management’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-187
Closed -$3.02K – 1319
2024
Q4 		$3.02K Sell
187
-46
-20% -$654 ﹤0.01% 2026
2024
Q3 		$2.67K Sell
233
-1,417
-86% -$17K ﹤0.01% 1926
2024
Q2 		$20.9K Buy
1,650
+919
+126% +$13.7K ﹤0.01% 1340
2024
Q1 		$13.3K Buy
+731
New +$15.1K ﹤0.01% 1764

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's FRSH Position: Q1 2025 in Review

Avior Wealth Management sold out of Freshworks (FRSH) in Q1 2025, closing a stake of 187 shares — an estimated $3.02K sold.

Avior Wealth Management first reported a position in FRSH in Q1 2024 and held it in 4 quarters. The position peaked at $20.9K in Q2 2024. 299 funds tracked by Wall St. Rank hold FRSH as of Q1 2025.

  • Avior Wealth Management reported no remaining Freshworks position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 187 Freshworks shares in Q1 2025, an estimated $3.02K.
  • Avior Wealth Management first reported a position in Freshworks in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Freshworks position peaked at $20.9K in Q2 2024.
  • 299 funds tracked by Wall St. Rank held Freshworks as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.