MW
FRE

Milestone Wealth’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Milestone Wealth’s Portfolio FRE Stock Details FRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$25K Buy
48,223
+30,000
+165% +$15.6K 0.03% 142
2022
Q2 		$8K Sell
18,223
-18,222
-50% -$8K 0.01% 178
2022
Q1 		$30K Hold
36,445
– – 0.02% 163
2021
Q4 		$30K Buy
+36,445
New +$30K 0.02% 163

Other funds holding FRE

PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Milestone Wealth's FRE Position: Q3 2022 in Review

Milestone Wealth increased its FREDDIE MAC D/B/A VOTING (FRE) stake by 165% in Q3 2022, buying an estimated $15.6K and bringing the position to 48,223 shares worth $25K. The position accounts for 0.03% of the portfolio, ranked #142.

Milestone Wealth first reported a position in FRE in Q4 2021 and has held it in 4 quarters since. The position peaked at $30K in Q1 2022. 4 funds tracked by Wall St. Rank hold FRE as of Q3 2022.

  • Milestone Wealth held 48,223 shares of FREDDIE MAC D/B/A VOTING worth $25K as of Q3 2022.
  • Milestone Wealth bought 30,000 FREDDIE MAC D/B/A VOTING shares in Q3 2022, an estimated $15.6K.
  • FREDDIE MAC D/B/A VOTING made up 0.03% of Milestone Wealth's portfolio in Q3 2022, its #142 holding.
  • Milestone Wealth first reported a position in FREDDIE MAC D/B/A VOTING in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's FREDDIE MAC D/B/A VOTING position peaked at $30K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q3 2022.

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