LWM
FIRY

Laidlaw Wealth Management’s Firy Inc FIRY Stock Holding History

Laidlaw Wealth 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
2021
Q2 		– Sell
-728
Closed -$269K – 273
2021
Q1 		$269K Sell
728
-271
-27% -$156K 0.09% 175
2020
Q4 		$400K Sell
999
-175
-15% -$52K 0.08% 222
2020
Q3 		$285K Buy
1,174
+35
+3% +$8.04K 0.13% 161
2020
Q2 		$250K Buy
+1,139
New +$234K 0.13% 149

Other funds holding FIRY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
TVMC
T Ventures Management Company Sydney, Australia $238M AUM 60.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Laidlaw Wealth Management's FIRY Position: Q2 2021 in Review

Laidlaw Wealth Management sold out of Firy Inc (FIRY) in Q2 2021, closing a stake of 728 shares — an estimated $269K sold.

Laidlaw Wealth Management first reported a position in FIRY in Q2 2020 and held it in 4 quarters. The position peaked at $400K in Q4 2020. 229 funds tracked by Wall St. Rank hold FIRY as of Q2 2021.

  • Laidlaw Wealth Management reported no remaining Firy Inc position as of Q2 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 728 Firy Inc shares in Q2 2021, an estimated $269K.
  • Laidlaw Wealth Management first reported a position in Firy Inc in Q2 2020 and held it in 4 quarters.
  • Laidlaw Wealth Management's Firy Inc position peaked at $400K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Firy Inc as of Q2 2021.

Based on Laidlaw Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.