CI Investments Inc
FRSH icon

CI Investments Inc’s Freshworks FRSH Stock Holding History

CI Investments Inc’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
Q3 		– Sell
-325
Closed -$4K – 1282
2024
Q2 		$4K Sell
325
-15
-4% -$224 ﹤0.01% 1235
2024
Q1 		$6K Buy
340
+97
+40% +$2.01K ﹤0.01% 1245
2023
Q4 		$6K Buy
+243
New +$4.81K ﹤0.01% 1215

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CI Investments Inc's FRSH Position: Q3 2024 in Review

CI Investments Inc sold out of Freshworks (FRSH) in Q3 2024, closing a stake of 325 shares — an estimated $4K sold.

CI Investments Inc first reported a position in FRSH in Q4 2023 and held it in 3 quarters. The position peaked at $6K in Q1 2024. 252 funds tracked by Wall St. Rank hold FRSH as of Q3 2024.

  • CI Investments Inc reported no remaining Freshworks position as of Q3 2024 after selling out during the quarter.
  • CI Investments Inc sold 325 Freshworks shares in Q3 2024, an estimated $4K.
  • CI Investments Inc first reported a position in Freshworks in Q4 2023 and held it in 3 quarters.
  • CI Investments Inc's Freshworks position peaked at $6K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Freshworks as of Q3 2024.

Based on CI Investments Inc's 13F filing for Q3 2024, filed 12 Nov 2024.