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

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

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return