KPWS
FIRY

Kestra Private Wealth Services’s Firy Inc FIRY Stock Holding History

Kestra Private Wealth Services’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
2023
Q2 		– Sell
-652
Closed -$7.73K – 1130
2023
Q1 		$7.73K Buy
652
+100
+18% +$1.33K ﹤0.01% 1051
2022
Q4 		$5.59K Buy
552
+52
+10% +$956 ﹤0.01% 895
2022
Q3 		$10K Buy
+500
New +$14.1K ﹤0.01% 894

Other funds holding FIRY

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Kestra Private Wealth Services's FIRY Position: Q2 2023 in Review

Kestra Private Wealth Services sold out of Firy Inc (FIRY) in Q2 2023, closing a stake of 652 shares — an estimated $7.73K sold.

Kestra Private Wealth Services first reported a position in FIRY in Q3 2022 and held it in 3 quarters. The position peaked at $10K in Q3 2022. 103 funds tracked by Wall St. Rank hold FIRY as of Q2 2023.

  • Kestra Private Wealth Services reported no remaining Firy Inc position as of Q2 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 652 Firy Inc shares in Q2 2023, an estimated $7.73K.
  • Kestra Private Wealth Services first reported a position in Firy Inc in Q3 2022 and held it in 3 quarters.
  • Kestra Private Wealth Services's Firy Inc position peaked at $10K in Q3 2022.
  • 103 funds tracked by Wall St. Rank held Firy Inc as of Q2 2023.

Based on Kestra Private Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.