DWM
FRG

Drive Wealth Management’s Franchise Group, Inc. FRG Stock Holding History

Drive Wealth Management’s Portfolio FRG Stock Details FRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,121
Closed -$433K – 313
2023
Q2 		$433K Sell
15,121
-2,778
-16% -$79.6K 0.16% 127
2023
Q1 		$499K Sell
17,899
-387
-2% -$11.1K 0.21% 117
2022
Q4 		$447K Buy
+18,286
New +$477K 0.22% 110

Drive Wealth Management's FRG Position: Q3 2023 in Review

Drive Wealth Management sold out of Franchise Group, Inc. (FRG) in Q3 2023, closing a stake of 15,121 shares — an estimated $433K sold.

Drive Wealth Management first reported a position in FRG in Q4 2022 and held it in 3 quarters. The position peaked at $499K in Q1 2023. 0 funds tracked by Wall St. Rank hold FRG as of Q3 2023.

  • Drive Wealth Management reported no remaining Franchise Group, Inc. position as of Q3 2023 after selling out during the quarter.
  • Drive Wealth Management sold 15,121 Franchise Group, Inc. shares in Q3 2023, an estimated $433K.
  • Drive Wealth Management first reported a position in Franchise Group, Inc. in Q4 2022 and held it in 3 quarters.
  • Drive Wealth Management's Franchise Group, Inc. position peaked at $499K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q3 2023.

Based on Drive Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.