SPIA
FRE

Steward Partners Investment Advisory’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Steward Partners Investment Advisory’s Portfolio FRE Stock Details FRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,738
Closed -$8K – 3524
2021
Q2 		$8K Buy
+5,738
New +$8K ﹤0.01% 6341

Other funds holding FRE

PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Steward Partners Investment Advisory's FRE Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q3 2021, closing a stake of 5,738 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in FRE in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 11 funds tracked by Wall St. Rank hold FRE as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining FREDDIE MAC D/B/A VOTING position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5,738 FREDDIE MAC D/B/A VOTING shares in Q3 2021, an estimated $8K.
  • Steward Partners Investment Advisory first reported a position in FREDDIE MAC D/B/A VOTING in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's FREDDIE MAC D/B/A VOTING position peaked at $8K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.