OneDigital Investment Advisors’s Franchise Group, Inc. FRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,227
Closed -$236K 1047
2023
Q2
$236K Sell
8,227
-6,557
-44% -$188K 0.01% 903
2023
Q1
$403K Buy
+14,784
New +$425K 0.01% 689

OneDigital Investment Advisors's FRG Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Franchise Group, Inc. (FRG) in Q3 2023, closing a stake of 8,227 shares — an estimated $236K sold.

OneDigital Investment Advisors first reported a position in FRG in Q1 2023 and held it in 2 quarters. The position peaked at $403K in Q1 2023. 0 funds tracked by Wall St. Rank hold FRG as of Q3 2023.

  • OneDigital Investment Advisors reported no remaining Franchise Group, Inc. position as of Q3 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 8,227 Franchise Group, Inc. shares in Q3 2023, an estimated $236K.
  • OneDigital Investment Advisors first reported a position in Franchise Group, Inc. in Q1 2023 and held it in 2 quarters.
  • OneDigital Investment Advisors's Franchise Group, Inc. position peaked at $403K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.