BWL
FIRY

Bogart Wealth LLC’s Firy Inc FIRY Stock Holding History

Bogart Wealth LLC’s Portfolio FIRY Stock Details FIRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15
Closed -$84 – 1372
2024
Q3 		$84 Hold
15
– – ﹤0.01% 1117
2024
Q2 		$108 Sell
15
-8
-35% -$52 ﹤0.01% 1099
2024
Q1 		$149 Buy
23
+8
+53% +$49 ﹤0.01% 1051
2023
Q4 		$94 Hold
15
– – ﹤0.01% 1046
2023
Q3 		$77 Buy
+15
New +$133 ﹤0.01% 1057
2022
Q4 		– Sell
-5
Closed – – 1182
2022
Q3 		$0 Buy
+5
New +$141 ﹤0.01% 1122

Other funds holding FIRY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Bogart Wealth LLC's FIRY Position: Q4 2024 in Review

Bogart Wealth LLC sold out of Firy Inc (FIRY) in Q4 2024, closing a stake of 15 shares — an estimated $84 sold.

Bogart Wealth LLC first reported a position in FIRY in Q3 2022 and held it in 6 quarters. The position peaked at $149 in Q1 2024. 88 funds tracked by Wall St. Rank hold FIRY as of Q4 2024.

  • Bogart Wealth LLC reported no remaining Firy Inc position as of Q4 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 15 Firy Inc shares in Q4 2024, an estimated $84.
  • Bogart Wealth LLC first reported a position in Firy Inc in Q3 2022 and held it in 6 quarters.
  • Bogart Wealth LLC's Firy Inc position peaked at $149 in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Firy Inc as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.