IBEX Wealth Advisors’s Firy Inc FIRY Stock Holding History

IBEX 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
2021 Q4	–	Sell	-1	Closed	–	–	387
2021 Q3	$0	Buy	+1	New	+$259	﹤0.01%	444

Other funds holding FIRY

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TVMC

T Ventures Management Company Sydney, Australia $238M AUM 60.61% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IBEX Wealth Advisors's FIRY Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Firy Inc (FIRY) in Q4 2021, closing a stake of 1 share.

IBEX Wealth Advisors first reported a position in FIRY in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 249 funds tracked by Wall St. Rank hold FIRY as of Q4 2021.

IBEX Wealth Advisors reported no remaining Firy Inc position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 1 Firy Inc share in Q4 2021.
IBEX Wealth Advisors first reported a position in Firy Inc in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Firy Inc position peaked at $0 in Q3 2021.
249 funds tracked by Wall St. Rank held Firy Inc as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.