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Freedman Financial Associates’s ExxonMobil XOM Stock Holding History

Freedman Financial Associates’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,787
Closed -$648K – 450
2022
Q1 		$648K Buy
7,787
+575
+8% +$44.7K 0.45% 32
2021
Q4 		$441K Sell
7,212
-1,747
-19% -$109K 0.3% 38
2021
Q3 		$527K Sell
8,959
-275
-3% -$15.7K 0.39% 32
2021
Q2 		$582K Sell
9,234
-116
-1% -$6.93K 0.44% 31
2021
Q1 		$522K Sell
9,350
-318
-3% -$16.7K 0.43% 31
2020
Q4 		$399K Buy
+9,668
New +$362K 0.36% 35

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Freedman Financial Associates's XOM Position: Q2 2022 in Review

Freedman Financial Associates sold out of ExxonMobil (XOM) in Q2 2022, closing a stake of 7,787 shares — an estimated $648K sold.

Freedman Financial Associates first reported a position in XOM in Q4 2020 and held it in 6 quarters. The position peaked at $648K in Q1 2022. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

  • Freedman Financial Associates reported no remaining ExxonMobil position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 7,787 ExxonMobil shares in Q2 2022, an estimated $648K.
  • Freedman Financial Associates first reported a position in ExxonMobil in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's ExxonMobil position peaked at $648K in Q1 2022.
  • 3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.