LFAS
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Level Four Advisory Services’s Freshworks FRSH Stock Holding History

Level Four Advisory Services’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,796
Closed -$958K – 790
2024
Q1 		$958K Buy
40,796
+978
+2% +$20.2K 0.05% 307
2023
Q4 		$935K Sell
39,818
-2,916
-7% -$57.7K 0.05% 307
2023
Q3 		$851K Buy
+42,734
New +$849K 0.05% 314

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Four Advisory Services's FRSH Position: Q2 2024 in Review

Level Four Advisory Services sold out of Freshworks (FRSH) in Q2 2024, closing a stake of 40,796 shares — an estimated $958K sold.

Level Four Advisory Services first reported a position in FRSH in Q3 2023 and held it in 3 quarters. The position peaked at $958K in Q1 2024. 234 funds tracked by Wall St. Rank hold FRSH as of Q2 2024.

  • Level Four Advisory Services reported no remaining Freshworks position as of Q2 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 40,796 Freshworks shares in Q2 2024, an estimated $958K.
  • Level Four Advisory Services first reported a position in Freshworks in Q3 2023 and held it in 3 quarters.
  • Level Four Advisory Services's Freshworks position peaked at $958K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Freshworks as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.