FWM
FRG

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

Foresight 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
2022
Q4 		– Sell
-50,377
Closed -$1.22M – 113
2022
Q3 		$1.22M Buy
50,377
+8,755
+21% +$287K 0.28% 29
2022
Q2 		$1.46M Buy
41,622
+3,488
+9% +$135K 0.3% 27
2022
Q1 		$1.58M Buy
+38,134
New +$1.77M 0.29% 30

Other funds holding FRG

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RA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return