Opal Wealth Advisors’s Freshpet FRPT Stock Holding History

Opal Wealth Advisors’s Portfolio FRPT Stock Details FRPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-50	Closed	-$6.47K	–	557
2024 Q2	$6.47K	Buy	+50	New	+$6K	﹤0.01%	746

Other funds holding FRPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Opal Wealth Advisors's FRPT Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Freshpet (FRPT) in Q3 2024, closing a stake of 50 shares — an estimated $6.47K sold.

Opal Wealth Advisors first reported a position in FRPT in Q2 2024 and held it in 1 quarter. The position peaked at $6.47K in Q2 2024. 376 funds tracked by Wall St. Rank hold FRPT as of Q3 2024.

Opal Wealth Advisors reported no remaining Freshpet position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 50 Freshpet shares in Q3 2024, an estimated $6.47K.
Opal Wealth Advisors first reported a position in Freshpet in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Freshpet position peaked at $6.47K in Q2 2024.
376 funds tracked by Wall St. Rank held Freshpet as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.