GIA
FIRY

Gladstone Institutional Advisory’s Firy Inc FIRY Stock Holding History

Gladstone Institutional Advisory’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
2022
Q4 		– Sell
-520
Closed -$11K – 685
2022
Q3 		$11K Hold
520
– – ﹤0.01% 628
2022
Q2 		$13K Hold
520
– – ﹤0.01% 641
2022
Q1 		$31K Buy
+520
New +$42.4K ﹤0.01% 691
2020
Q4 		– Sell
-638
Closed -$155K – 321
2020
Q3 		$155K Buy
+638
New +$147K 0.04% 255

Other funds holding FIRY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gladstone Institutional Advisory's FIRY Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of Firy Inc (FIRY) in Q4 2022, closing a stake of 520 shares — an estimated $11K sold.

Gladstone Institutional Advisory first reported a position in FIRY in Q3 2020 and held it in 4 quarters. The position peaked at $155K in Q3 2020. 189 funds tracked by Wall St. Rank hold FIRY as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining Firy Inc position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 520 Firy Inc shares in Q4 2022, an estimated $11K.
  • Gladstone Institutional Advisory first reported a position in Firy Inc in Q3 2020 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Firy Inc position peaked at $155K in Q3 2020.
  • 189 funds tracked by Wall St. Rank held Firy Inc as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.