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Bogart Wealth LLC’s Fiverr FVRR Stock Holding History

Bogart Wealth LLC’s Portfolio FVRR Stock Details FVRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30
Closed -$732 – 1627
2025
Q3 		$732 Hold
30
– – ﹤0.01% 1333
2025
Q2 		$880 Hold
30
– – ﹤0.01% 1242
2025
Q1 		$710 Hold
30
– – ﹤0.01% 1217
2024
Q4 		$952 Hold
30
– – ﹤0.01% 1207
2024
Q3 		$776 Hold
30
– – ﹤0.01% 1041
2024
Q2 		$703 Sell
30
-181
-86% -$4.07K ﹤0.01% 1027
2024
Q1 		$4.45K Buy
211
+181
+603% +$4.53K ﹤0.01% 785
2023
Q4 		$817 Hold
30
– – ﹤0.01% 973
2023
Q3 		$734 Hold
30
– – ﹤0.01% 982
2023
Q2 		$780 Hold
30
– – ﹤0.01% 957
2023
Q1 		$1.05K Hold
30
– – ﹤0.01% 986
2022
Q4 		$874 Buy
+30
New +$942 ﹤0.01% 870

Other funds holding FVRR

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AC
Avory & Company Miami, Florida $77.3M AUM 0.7% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return