Confluence Wealth Services’s Firy Inc FIRY Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-16	Closed	-$2K	–	1004
2021 Q4	$2K	Buy	+16	New	+$3.08K	﹤0.01%	1157

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Confluence Wealth Services's FIRY Position: Q1 2022 in Review

Confluence Wealth Services sold out of Firy Inc (FIRY) in Q1 2022, closing a stake of 16 shares — an estimated $2K sold.

Confluence Wealth Services first reported a position in FIRY in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 238 funds tracked by Wall St. Rank hold FIRY as of Q1 2022.

Confluence Wealth Services reported no remaining Firy Inc position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 16 Firy Inc shares in Q1 2022, an estimated $2K.
Confluence Wealth Services first reported a position in Firy Inc in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Firy Inc position peaked at $2K in Q4 2021.
238 funds tracked by Wall St. Rank held Firy Inc as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.