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Capital Performance Advisors’s Freshworks FRSH Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-37
Closed -$425 – 1082
2024
Q3 		$425 Buy
+37
New +$444 ﹤0.01% 2319

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
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Performance Advisors sold out of Freshworks (FRSH) in Q4 2024, closing a stake of 37 shares — an estimated $425 sold.

Capital Performance Advisors first reported a position in FRSH in Q3 2024 and held it in 1 quarter. The position peaked at $425 in Q3 2024. 279 funds tracked by Wall St. Rank hold FRSH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Freshworks position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 37 Freshworks shares in Q4 2024, an estimated $425.
  • Capital Performance Advisors first reported a position in Freshworks in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Freshworks position peaked at $425 in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Freshworks as of Q4 2024.

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