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Dynasty Wealth Management’s Freshworks FRSH Stock Holding History

Dynasty Wealth 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
Q3 		– Sell
-25,419
Closed -$323K – 241
2024
Q2 		$323K Buy
+25,419
New +$380K 0.01% 210

Other funds holding FRSH

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 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 $79.5M AUM 32.13% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynasty Wealth Management's FRSH Position: Q3 2024 in Review

Dynasty Wealth Management sold out of Freshworks (FRSH) in Q3 2024, closing a stake of 25,419 shares — an estimated $323K sold.

Dynasty Wealth Management first reported a position in FRSH in Q2 2024 and held it in 1 quarter. The position peaked at $323K in Q2 2024. 252 funds tracked by Wall St. Rank hold FRSH as of Q3 2024.

  • Dynasty Wealth Management reported no remaining Freshworks position as of Q3 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 25,419 Freshworks shares in Q3 2024, an estimated $323K.
  • Dynasty Wealth Management first reported a position in Freshworks in Q2 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's Freshworks position peaked at $323K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held Freshworks as of Q3 2024.

Based on Dynasty Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.