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Herold Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Herold Advisors’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$3.42K – 354
2022
Q1 		$3.42K Buy
+100
New +$3.34K ﹤0.01% 689

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BOC
Bull Oak Capital San Diego, California $260M AUM 15.37% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Herold Advisors's FRDM Position: Q2 2022 in Review

Herold Advisors sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2022, closing a stake of 100 shares — an estimated $3.42K sold.

Herold Advisors first reported a position in FRDM in Q1 2022 and held it in 1 quarter. The position peaked at $3.42K in Q1 2022. 48 funds tracked by Wall St. Rank hold FRDM as of Q2 2022.

  • Herold Advisors reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 100 Freedom 100 Emerging Markets ETF shares in Q2 2022, an estimated $3.42K.
  • Herold Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Freedom 100 Emerging Markets ETF position peaked at $3.42K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.