SLWA
FIRY

San Luis Wealth Advisors’s Firy Inc FIRY Stock Holding History

San Luis Wealth Advisors’s Portfolio FIRY Stock Details FIRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-42
Closed -$6K – 363
2022
Q1 		$6K Buy
+42
New +$3.42K ﹤0.01% 392

Other funds holding FIRY

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WCM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Luis Wealth Advisors's FIRY Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Firy Inc (FIRY) in Q2 2022, closing a stake of 42 shares — an estimated $6K sold.

San Luis Wealth Advisors first reported a position in FIRY in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 233 funds tracked by Wall St. Rank hold FIRY as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Firy Inc position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 42 Firy Inc shares in Q2 2022, an estimated $6K.
  • San Luis Wealth Advisors first reported a position in Firy Inc in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Firy Inc position peaked at $6K in Q1 2022.
  • 233 funds tracked by Wall St. Rank held Firy Inc as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.