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Axxcess Wealth Management’s Freshpet FRPT Stock Holding History

Axxcess Wealth Management’s Portfolio FRPT Stock Details FRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,004
Closed -$811K – 889
2024
Q1 		$811K Buy
+7,004
New +$677K 0.02% 421

Other funds holding FRPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Axxcess Wealth Management's FRPT Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Freshpet (FRPT) in Q2 2024, closing a stake of 7,004 shares — an estimated $811K sold.

Axxcess Wealth Management first reported a position in FRPT in Q1 2024 and held it in 1 quarter. The position peaked at $811K in Q1 2024. 373 funds tracked by Wall St. Rank hold FRPT as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Freshpet position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,004 Freshpet shares in Q2 2024, an estimated $811K.
  • Axxcess Wealth Management first reported a position in Freshpet in Q1 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Freshpet position peaked at $811K in Q1 2024.
  • 373 funds tracked by Wall St. Rank held Freshpet as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.