SWA
FYBR

Sax Wealth Advisors’s Frontier Communications FYBR Stock Holding History

Sax Wealth Advisors’s Portfolio FYBR Stock Details FYBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,672
Closed -$237K – 278
2024
Q1 		$237K Hold
9,672
– – 0.03% 166
2023
Q4 		$245K Buy
+9,672
New +$195K 0.04% 163

Other funds holding FYBR

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
CCM
Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sax Wealth Advisors's FYBR Position: Q2 2024 in Review

Sax Wealth Advisors sold out of Frontier Communications (FYBR) in Q2 2024, closing a stake of 9,672 shares — an estimated $237K sold.

Sax Wealth Advisors first reported a position in FYBR in Q4 2023 and held it in 2 quarters. The position peaked at $245K in Q4 2023. 281 funds tracked by Wall St. Rank hold FYBR as of Q2 2024.

  • Sax Wealth Advisors reported no remaining Frontier Communications position as of Q2 2024 after selling out during the quarter.
  • Sax Wealth Advisors sold 9,672 Frontier Communications shares in Q2 2024, an estimated $237K.
  • Sax Wealth Advisors first reported a position in Frontier Communications in Q4 2023 and held it in 2 quarters.
  • Sax Wealth Advisors's Frontier Communications position peaked at $245K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Frontier Communications as of Q2 2024.

Based on Sax Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.