CWP
FIRY

Concord Wealth Partners’s Firy Inc FIRY Stock Holding History

Concord Wealth Partners’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
2023
Q3 		– Sell
-1
Closed -$9 – 1067
2023
Q2 		$9 Sell
1
-1
-50% -$12 ﹤0.01% 1037
2023
Q1 		$22 Hold
2
– – ﹤0.01% 982
2022
Q4 		$19 Buy
+2
New +$37 ﹤0.01% 1246
2022
Q1 		– Sell
-47
Closed -$7K – 1370
2021
Q4 		$7K Buy
+47
New +$9.04K ﹤0.01% 880

Other funds holding FIRY

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Concord Wealth Partners's FIRY Position: Q3 2023 in Review

Concord Wealth Partners sold out of Firy Inc (FIRY) in Q3 2023, closing a stake of 1 share — an estimated $9 sold.

Concord Wealth Partners first reported a position in FIRY in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 109 funds tracked by Wall St. Rank hold FIRY as of Q3 2023.

  • Concord Wealth Partners reported no remaining Firy Inc position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Firy Inc share in Q3 2023, an estimated $9.
  • Concord Wealth Partners first reported a position in Firy Inc in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Firy Inc position peaked at $7K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Firy Inc as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.