IFP Advisors’s FiEE Inc FIEE Stock Holding History

IFP Advisors’s Portfolio FIEE Stock Details FIEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-90	Closed	-$8K	–	4997
2022 Q3	$8K	Hold	90	–	–	﹤0.01%	3828
2022 Q2	$8K	Hold	90	–	–	﹤0.01%	3574
2022 Q1	$8K	Buy	+90	New	+$2.64K	﹤0.01%	3573

Other funds holding FIEE

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's FIEE Position: Q4 2022 in Review

IFP Advisors sold out of FiEE Inc (FIEE) in Q4 2022, closing a stake of 90 shares — an estimated $8K sold.

IFP Advisors first reported a position in FIEE in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 17 funds tracked by Wall St. Rank hold FIEE as of Q4 2022.

IFP Advisors reported no remaining FiEE Inc position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 90 FiEE Inc shares in Q4 2022, an estimated $8K.
IFP Advisors first reported a position in FiEE Inc in Q1 2022 and held it in 3 quarters.
IFP Advisors's FiEE Inc position peaked at $8K in Q3 2022.
17 funds tracked by Wall St. Rank held FiEE Inc as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.