Crewe Advisors’s Freedom Holding FRHC Stock Holding History

Crewe Advisors’s Portfolio FRHC Stock Details FRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	-$170	–	525
2023 Q3	$170	Hold	2	–	–	﹤0.01%	461
2023 Q2	$162	Buy	+2	New	+$157	﹤0.01%	748

Other funds holding FRHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Crewe Advisors's FRHC Position: Q4 2023 in Review

Crewe Advisors sold out of Freedom Holding (FRHC) in Q4 2023, closing a stake of 2 shares — an estimated $170 sold.

Crewe Advisors first reported a position in FRHC in Q2 2023 and held it in 2 quarters. The position peaked at $170 in Q3 2023. 54 funds tracked by Wall St. Rank hold FRHC as of Q4 2023.

Crewe Advisors reported no remaining Freedom Holding position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 2 Freedom Holding shares in Q4 2023, an estimated $170.
Crewe Advisors first reported a position in Freedom Holding in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Freedom Holding position peaked at $170 in Q3 2023.
54 funds tracked by Wall St. Rank held Freedom Holding as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.