IA
FIRY

IFP Advisors’s Firy Inc FIRY Stock Holding History

IFP 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
2024
Q3 		– Sell
-80
Closed -$574 – 3432
2024
Q2 		$574 Buy
80
+55
+220% +$358 ﹤0.01% 3074
2024
Q1 		$162 Sell
25
-4
-14% -$25 ﹤0.01% 3038
2023
Q4 		$181 Sell
29
-146
-83% -$817 ﹤0.01% 2944
2023
Q3 		$892 Sell
175
-3,675
-95% -$32.6K ﹤0.01% 3024
2023
Q2 		$3.32K Buy
3,850
+3,675
+2,100% +$42.5K ﹤0.01% 2691
2023
Q1 		$79.6K Sell
175
-2,780
-94% -$36.9K ﹤0.01% 1361
2022
Q4 		$1.35M Buy
2,955
+470
+19% +$8.64K 0.04% 507
2022
Q3 		$1.13M Buy
2,485
+1,120
+82% +$31.6K 0.03% 599
2022
Q2 		$622K Hold
1,365
– – 0.02% 751
2022
Q1 		$622K Buy
1,365
+1,258
+1,176% +$103K 0.02% 751
2021
Q4 		$18K Sell
107
-1,433
-93% -$275K ﹤0.01% 1994
2021
Q3 		$305K Buy
1,540
+1,291
+518% +$334K 0.01% 764
2021
Q2 		$108K Sell
249
-43
-15% -$15.4K ﹤0.01% 1204
2021
Q1 		$108K Buy
+292
New +$168K ﹤0.01% 1144
2020
Q4 		– Hold
0
– – – 3938
2020
Q3 		– Hold
0
– – – 3800

Other funds holding FIRY

WCM
Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCC
Founders Circle Capital Campbell, California $79.5M AUM 72.9% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return