IFAM
FIRY

Institutional & Family Asset Management’s Firy Inc FIRY Stock Holding History

Institutional & Family Asset Management’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
Q2 		$36 Hold
5
– – ﹤0.01% 742
2024
Q1 		$32 Hold
5
– – ﹤0.01% 730
2023
Q4 		$31 Hold
5
– – ﹤0.01% 707
2023
Q3 		$26 Hold
5
– – ﹤0.01% 709
2023
Q2 		$46 Hold
5
– – ﹤0.01% 748
2023
Q1 		$59 Hold
5
– – ﹤0.01% 724
2022
Q4 		$51 Hold
5
– – ﹤0.01% 713
2022
Q3 		$0 Hold
5
– – ﹤0.01% 766
2022
Q2 		$0 Hold
5
– – ﹤0.01% 782
2022
Q1 		$0 Buy
5
+2
+67% +$163 ﹤0.01% 833
2021
Q4 		$0 Hold
3
– – ﹤0.01% 911
2021
Q3 		$1K Sell
3
-3
-50% -$776 ﹤0.01% 873
2021
Q2 		$3K Buy
+6
New +$2.14K ﹤0.01% 792

Other funds holding FIRY

WCM
Wildcat Capital Management New York $229M AUM 132.65% 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 $5.72T AUM 30.48% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 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
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's FIRY Position: Q2 2024 in Review

Institutional & Family Asset Management held its Firy Inc (FIRY) position steady in Q2 2024 at 5 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Institutional & Family Asset Management first reported a position in FIRY in Q2 2021 and has held it in 13 quarters since. The position peaked at $3K in Q2 2021. 91 funds tracked by Wall St. Rank hold FIRY as of Q2 2024.

  • Institutional & Family Asset Management held 5 shares of Firy Inc worth $36 as of Q2 2024.
  • Institutional & Family Asset Management left its Firy Inc share count unchanged in Q2 2024.
  • Firy Inc made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #742 holding.
  • Institutional & Family Asset Management first reported a position in Firy Inc in Q2 2021 and has held it in 13 quarters since.
  • Institutional & Family Asset Management's Firy Inc position peaked at $3K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Firy Inc as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.