CWM
FIRY

Centric Wealth Management’s Firy Inc FIRY Stock Holding History

Centric Wealth Management’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
2021
Q2 		– Sell
-500
Closed -$84K – 196
2021
Q1 		$84K Sell
500
-1,410
-74% -$810K 0.02% 199
2020
Q4 		$328K Buy
+1,910
New +$568K 0.1% 152

Other funds holding FIRY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
TVMC
T Ventures Management Company Sydney, Australia $238M AUM 60.61% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Centric Wealth Management's FIRY Position: Q2 2021 in Review

Centric Wealth Management sold out of Firy Inc (FIRY) in Q2 2021, closing a stake of 2,755 shares — an estimated $1.05M sold.

Centric Wealth Management first reported a position in FIRY in Q4 2020 and held it in 2 quarters. The position peaked at $1.27M in Q4 2020. 229 funds tracked by Wall St. Rank hold FIRY as of Q2 2021.

  • Centric Wealth Management reported no remaining Firy Inc position as of Q2 2021 after selling out during the quarter.
  • Centric Wealth Management sold 2,755 Firy Inc shares in Q2 2021, an estimated $1.05M.
  • Centric Wealth Management first reported a position in Firy Inc in Q4 2020 and held it in 2 quarters.
  • Centric Wealth Management's Firy Inc position peaked at $1.27M in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Firy Inc as of Q2 2021.

Based on Centric Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.