NFSG
FRSH icon

Newbridge Financial Services Group’s Freshworks FRSH Stock Holding History

Newbridge Financial Services Group’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
2023
Q4 		– Sell
-335
Closed -$6.67K – 1226
2023
Q3 		$6.67K Hold
335
– – ﹤0.01% 901
2023
Q2 		$5.89K Sell
335
-520
-61% -$7.82K ﹤0.01% 982
2023
Q1 		$13.1K Sell
855
-6,950
-89% -$105K 0.01% 853
2022
Q4 		$115K Sell
7,805
-3,130
-29% -$43.4K 0.07% 275
2022
Q3 		$142K Sell
10,935
-2,060
-16% -$29.1K 0.08% 239
2022
Q2 		$171K Sell
12,995
-80
-0.6% -$1.25K 0.11% 184
2022
Q1 		$234K Buy
13,075
+4,780
+58% +$97.2K 0.12% 172
2021
Q4 		$218K Buy
+8,295
New +$301K 0.1% 194

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newbridge Financial Services Group's FRSH Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Freshworks (FRSH) in Q4 2023, closing a stake of 335 shares — an estimated $6.67K sold.

Newbridge Financial Services Group first reported a position in FRSH in Q4 2021 and held it in 8 quarters. The position peaked at $234K in Q1 2022. 239 funds tracked by Wall St. Rank hold FRSH as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining Freshworks position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 335 Freshworks shares in Q4 2023, an estimated $6.67K.
  • Newbridge Financial Services Group first reported a position in Freshworks in Q4 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's Freshworks position peaked at $234K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held Freshworks as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.