FFWA
FIRY

FRG Family Wealth Advisors’s Firy Inc FIRY Stock Holding History

FRG Family Wealth Advisors’s Portfolio FIRY Stock Details FIRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,722
Closed -$22.9K – 315
2024
Q1 		$22.9K Buy
+3,722
New +$22.8K ﹤0.01% 231
2023
Q2 		– Sell
-3,723
Closed -$44.2K – 143
2023
Q1 		$44.2K Hold
3,723
– – 0.01% 142
2022
Q4 		$37.7K Hold
3,723
– – 0.01% 138
2022
Q3 		$76K Hold
3,723
– – 0.02% 137
2022
Q2 		$92K Hold
3,723
– – 0.02% 138
2022
Q1 		$223K Hold
3,723
– – 0.04% 141
2021
Q4 		$554K Hold
3,723
– – 0.1% 102
2021
Q3 		$731K Hold
3,723
– – 0.14% 88
2021
Q2 		$1.62M Buy
+3,723
New +$1.33M 0.31% 56

Other funds holding FIRY

WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCC
Founders Circle Capital Campbell, California $79.5M AUM 72.9% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRG Family Wealth Advisors's FIRY Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Firy Inc (FIRY) in Q2 2024, closing a stake of 3,722 shares — an estimated $22.9K sold.

FRG Family Wealth Advisors first reported a position in FIRY in Q2 2021 and held it in 9 quarters. The position peaked at $1.62M in Q2 2021. 91 funds tracked by Wall St. Rank hold FIRY as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Firy Inc position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 3,722 Firy Inc shares in Q2 2024, an estimated $22.9K.
  • FRG Family Wealth Advisors first reported a position in Firy Inc in Q2 2021 and held it in 9 quarters.
  • FRG Family Wealth Advisors's Firy Inc position peaked at $1.62M in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Firy Inc as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.