Edge Wealth Management’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Edge Wealth Management’s Portfolio FRE Stock Details FRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,000	Closed	-$2K	–	504
2021 Q4	$2K	Hold	3,000	–	–	﹤0.01%	445
2021 Q3	$2K	Hold	3,000	–	–	﹤0.01%	459
2021 Q2	$4K	Hold	3,000	–	–	﹤0.01%	363
2021 Q1	$6K	Hold	3,000	–	–	﹤0.01%	331
2020 Q4	$7K	Sell	3,000 -1,000	-25%	-$2.33K	﹤0.01%	288
2020 Q3	$8K	Hold	4,000	–	–	﹤0.01%	334
2020 Q2	$9K	Hold	4,000	–	–	﹤0.01%	483
2020 Q1	$6K	Hold	4,000	–	–	﹤0.01%	466
2019 Q4	$12K	Hold	4,000	–	–	﹤0.01%	413
2019 Q3	$14K	Hold	4,000	–	–	﹤0.01%	375
2019 Q2	$10K	Sell	4,000 -1,000	-20%	-$2.5K	﹤0.01%	420
2019 Q1	$13K	Buy	+5,000	New	+$13K	﹤0.01%	379

Other funds holding FRE

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

Edge Wealth Management's FRE Position: Q1 2022 in Review

Edge Wealth Management sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q1 2022, closing a stake of 3,000 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in FRE in Q1 2019 and held it in 12 quarters. The position peaked at $14K in Q3 2019. 7 funds tracked by Wall St. Rank hold FRE as of Q1 2022.

Edge Wealth Management reported no remaining FREDDIE MAC D/B/A VOTING position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 3,000 FREDDIE MAC D/B/A VOTING shares in Q1 2022, an estimated $2K.
Edge Wealth Management first reported a position in FREDDIE MAC D/B/A VOTING in Q1 2019 and held it in 12 quarters.
Edge Wealth Management's FREDDIE MAC D/B/A VOTING position peaked at $14K in Q3 2019.
7 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.