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Carolinas Wealth Consulting’s Freshpet FRPT Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-21
Closed -$2K – 918
2020
Q3 		$2K Buy
+21
New +$2.14K ﹤0.01% 696

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WA
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GGHC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Carolinas Wealth Consulting's FRPT Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Freshpet (FRPT) in Q4 2020, closing a stake of 21 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in FRPT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 269 funds tracked by Wall St. Rank hold FRPT as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Freshpet position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 21 Freshpet shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Freshpet in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Freshpet position peaked at $2K in Q3 2020.
  • 269 funds tracked by Wall St. Rank held Freshpet as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.