Farther Finance Advisors’s FiscalNote NOTE Stock Holding History

Farther Finance Advisors’s Portfolio NOTE Stock Details NOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-138	Closed	-$3.45K	–	3596
2023 Q3	$3.45K	Buy	+138	New	+$4.72K	﹤0.01%	1647

Other funds holding NOTE

MCP

Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Farther Finance Advisors's NOTE Position: Q4 2023 in Review

Farther Finance Advisors sold out of FiscalNote (NOTE) in Q4 2023, closing a stake of 138 shares — an estimated $3.45K sold.

Farther Finance Advisors first reported a position in NOTE in Q3 2023 and held it in 1 quarter. The position peaked at $3.45K in Q3 2023. 61 funds tracked by Wall St. Rank hold NOTE as of Q4 2023.

Farther Finance Advisors reported no remaining FiscalNote position as of Q4 2023 after selling out during the quarter.
Farther Finance Advisors sold 138 FiscalNote shares in Q4 2023, an estimated $3.45K.
Farther Finance Advisors first reported a position in FiscalNote in Q3 2023 and held it in 1 quarter.
Farther Finance Advisors's FiscalNote position peaked at $3.45K in Q3 2023.
61 funds tracked by Wall St. Rank held FiscalNote as of Q4 2023.

Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.