Capital Performance Advisors’s Freedom Holding FRHC Stock Holding History

Capital Performance Advisors’s Portfolio FRHC Stock Details FRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10	Closed	-$948	–	1079
2024 Q3	$948	Buy	+10	New	+$869	﹤0.01%	1935

Other funds holding FRHC

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Performance Advisors's FRHC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Freedom Holding (FRHC) in Q4 2024, closing a stake of 10 shares — an estimated $948 sold.

Capital Performance Advisors first reported a position in FRHC in Q3 2024 and held it in 1 quarter. The position peaked at $948 in Q3 2024. 71 funds tracked by Wall St. Rank hold FRHC as of Q4 2024.

Capital Performance Advisors reported no remaining Freedom Holding position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 10 Freedom Holding shares in Q4 2024, an estimated $948.
Capital Performance Advisors first reported a position in Freedom Holding in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Freedom Holding position peaked at $948 in Q3 2024.
71 funds tracked by Wall St. Rank held Freedom Holding as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.