IWC
FIRY

Integrated Wealth Concepts’s Firy Inc FIRY Stock Holding History

Integrated Wealth Concepts’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
2022
Q3 		– Sell
-1,023
Closed -$25K – 1008
2022
Q2 		$25K Buy
+1,023
New +$39.9K ﹤0.01% 967

Other funds holding FIRY

AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCC
Founders Circle Capital Campbell, California $79.5M AUM 72.9% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Integrated Wealth Concepts's FIRY Position: Q3 2022 in Review

Integrated Wealth Concepts sold out of Firy Inc (FIRY) in Q3 2022, closing a stake of 1,023 shares — an estimated $25K sold.

Integrated Wealth Concepts first reported a position in FIRY in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 203 funds tracked by Wall St. Rank hold FIRY as of Q3 2022.

  • Integrated Wealth Concepts reported no remaining Firy Inc position as of Q3 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,023 Firy Inc shares in Q3 2022, an estimated $25K.
  • Integrated Wealth Concepts first reported a position in Firy Inc in Q2 2022 and held it in 1 quarter.
  • Integrated Wealth Concepts's Firy Inc position peaked at $25K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Firy Inc as of Q3 2022.

Based on Integrated Wealth Concepts's 13F filing for Q3 2022, filed 14 Nov 2022.