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Cherry Tree Wealth Management’s Freshpet FRPT Stock Holding History

Cherry Tree Wealth Management’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
2024
Q1 		– Sell
-21
Closed -$1.82K – 606
2023
Q4 		$1.82K Hold
21
– – ﹤0.01% 507
2023
Q3 		$1.38K Hold
21
– – ﹤0.01% 509
2023
Q2 		$1.38K Buy
+21
New +$1.38K ﹤0.01% 518

Other funds holding FRPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cherry Tree Wealth Management's FRPT Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Freshpet (FRPT) in Q1 2024, closing a stake of 21 shares — an estimated $1.82K sold.

Cherry Tree Wealth Management first reported a position in FRPT in Q2 2023 and held it in 3 quarters. The position peaked at $1.82K in Q4 2023. 325 funds tracked by Wall St. Rank hold FRPT as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Freshpet position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 21 Freshpet shares in Q1 2024, an estimated $1.82K.
  • Cherry Tree Wealth Management first reported a position in Freshpet in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Freshpet position peaked at $1.82K in Q4 2023.
  • 325 funds tracked by Wall St. Rank held Freshpet as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.