SOA Wealth Advisors’s Firy Inc FIRY Stock Holding History

SOA 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 Q4	–	Sell	-5	Closed	–	–	1009
2022 Q3	$0	Hold	5	–	–	﹤0.01%	979
2022 Q2	$0	Buy	+5	New	+$195	﹤0.01%	1009
2021 Q3	–	Sell	-10	Closed	-$4K	–	983
2021 Q2	$4K	Buy	+10	New	+$3.57K	﹤0.01%	705

Other funds holding FIRY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AVAI

Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return

WCM

Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SOA Wealth Advisors's FIRY Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Firy Inc (FIRY) in Q4 2022, closing a stake of 5 shares.

SOA Wealth Advisors first reported a position in FIRY in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 189 funds tracked by Wall St. Rank hold FIRY as of Q4 2022.

SOA Wealth Advisors reported no remaining Firy Inc position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 5 Firy Inc shares in Q4 2022.
SOA Wealth Advisors first reported a position in Firy Inc in Q2 2021 and held it in 3 quarters.
SOA Wealth Advisors's Firy Inc position peaked at $4K in Q2 2021.
189 funds tracked by Wall St. Rank held Firy Inc as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.