FCH
FSI icon

Freestone Capital Holdings’s Flexible Solutions FSI Stock Holding History

Freestone Capital Holdings’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-200
Closed -$498 – 647
2020
Q4 		$498 Hold
200
– – ﹤0.01% 1253
2020
Q3 		$408 Buy
+200
New +$476 ﹤0.01% 1180

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freestone Capital Holdings's FSI Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Flexible Solutions (FSI) in Q1 2021, closing a stake of 200 shares — an estimated $498 sold.

Freestone Capital Holdings first reported a position in FSI in Q3 2020 and held it in 2 quarters. The position peaked at $498 in Q4 2020. 11 funds tracked by Wall St. Rank hold FSI as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Flexible Solutions position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 200 Flexible Solutions shares in Q1 2021, an estimated $498.
  • Freestone Capital Holdings first reported a position in Flexible Solutions in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Flexible Solutions position peaked at $498 in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.