Discovery Capital Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Discovery Capital Management’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-32,232	Closed	-$1.14M	–	65
2024 Q2	$1.14M	Sell	32,232 -13,531	-30%	-$465K	0.15%	45
2024 Q1	$1.54M	Sell	45,763 -15,100	-25%	-$483K	0.2%	45
2023 Q4	$2M	Hold	60,863	–	–	0.3%	46
2023 Q3	$1.72M	Hold	60,863	–	–	0.31%	36
2023 Q2	$1.91M	Sell	60,863 -19,173	-24%	-$581K	0.2%	58
2023 Q1	$2.35M	Buy	80,036 +33,232	+71%	+$975K	0.27%	45
2022 Q4	$1.29M	Buy	+46,804	New	+$1.28M	0.19%	44

Other funds holding FRDM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

CFC

Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Discovery Capital Management's FRDM Position: Q3 2024 in Review

Discovery Capital Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q3 2024, closing a stake of 32,232 shares — an estimated $1.14M sold.

Discovery Capital Management first reported a position in FRDM in Q4 2022 and held it in 7 quarters. The position peaked at $2.35M in Q1 2023. 123 funds tracked by Wall St. Rank hold FRDM as of Q3 2024.

Discovery Capital Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Discovery Capital Management sold 32,232 Freedom 100 Emerging Markets ETF shares in Q3 2024, an estimated $1.14M.
Discovery Capital Management first reported a position in Freedom 100 Emerging Markets ETF in Q4 2022 and held it in 7 quarters.
Discovery Capital Management's Freedom 100 Emerging Markets ETF position peaked at $2.35M in Q1 2023.
123 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2024.

Based on Discovery Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.