Rise Advisors’s Freshpet FRPT Stock Holding History

Rise 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
2023 Q1	–	Sell	-6	Closed	-$317	–	816
2022 Q4	$317	Hold	6	–	–	﹤0.01%	728
2022 Q3	$0	Hold	6	–	–	﹤0.01%	718
2022 Q2	$0	Hold	6	–	–	﹤0.01%	713
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	602
2021 Q4	$572	Buy	+6	New	+$744	﹤0.01%	623

Other funds holding FRPT

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

GGHC

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

Rise Advisors's FRPT Position: Q1 2023 in Review

Rise Advisors sold out of Freshpet (FRPT) in Q1 2023, closing a stake of 6 shares — an estimated $317 sold.

Rise Advisors first reported a position in FRPT in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 260 funds tracked by Wall St. Rank hold FRPT as of Q1 2023.

Rise Advisors reported no remaining Freshpet position as of Q1 2023 after selling out during the quarter.
Rise Advisors sold 6 Freshpet shares in Q1 2023, an estimated $317.
Rise Advisors first reported a position in Freshpet in Q4 2021 and held it in 5 quarters.
Rise Advisors's Freshpet position peaked at $1K in Q1 2022.
260 funds tracked by Wall St. Rank held Freshpet as of Q1 2023.

Based on Rise Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.