HWM
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HighMark Wealth Management’s Friedman Industries FRD Stock Holding History

HighMark Wealth Management’s Portfolio FRD Stock Details FRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,500
Closed -$20.1K – 588
2023
Q3 		$20.1K Buy
+1,500
New +$21.8K 0.02% 177

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HighMark Wealth Management's FRD Position: Q4 2023 in Review

HighMark Wealth Management sold out of Friedman Industries (FRD) in Q4 2023, closing a stake of 1,500 shares — an estimated $20.1K sold.

HighMark Wealth Management first reported a position in FRD in Q3 2023 and held it in 1 quarter. The position peaked at $20.1K in Q3 2023. 30 funds tracked by Wall St. Rank hold FRD as of Q4 2023.

  • HighMark Wealth Management reported no remaining Friedman Industries position as of Q4 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 1,500 Friedman Industries shares in Q4 2023, an estimated $20.1K.
  • HighMark Wealth Management first reported a position in Friedman Industries in Q3 2023 and held it in 1 quarter.
  • HighMark Wealth Management's Friedman Industries position peaked at $20.1K in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Friedman Industries as of Q4 2023.

Based on HighMark Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.