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Crestone Asset Management’s Freshworks FRSH Stock Holding History

Crestone Asset Management’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
Q2 		– Sell
-52,760
Closed -$961K – 31
2024
Q1 		$961K Hold
52,760
– – 0.19% 48
2023
Q4 		$1.24M Sell
52,760
-11,904
-18% -$236K 0.28% 45
2023
Q3 		$1.29M Sell
64,664
-18,023
-22% -$358K 0.31% 44
2023
Q2 		$1.45M Hold
82,687
– – 0.32% 44
2023
Q1 		$1.27M Sell
82,687
-14,578
-15% -$221K 0.27% 43
2022
Q4 		$1.43M Sell
97,265
-18,335
-16% -$254K 0.3% 42
2022
Q3 		$1.5M Buy
115,600
+38,862
+51% +$550K 0.38% 37
2022
Q2 		$1.01M Buy
+76,738
New +$1.19M 0.24% 44

Other funds holding FRSH

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
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crestone Asset Management's FRSH Position: Q2 2024 in Review

Crestone Asset Management sold out of Freshworks (FRSH) in Q2 2024, closing a stake of 52,760 shares — an estimated $961K sold.

Crestone Asset Management first reported a position in FRSH in Q2 2022 and held it in 8 quarters. The position peaked at $1.5M in Q3 2022. 234 funds tracked by Wall St. Rank hold FRSH as of Q2 2024.

  • Crestone Asset Management reported no remaining Freshworks position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 52,760 Freshworks shares in Q2 2024, an estimated $961K.
  • Crestone Asset Management first reported a position in Freshworks in Q2 2022 and held it in 8 quarters.
  • Crestone Asset Management's Freshworks position peaked at $1.5M in Q3 2022.
  • 234 funds tracked by Wall St. Rank held Freshworks as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.