SFPG
FRE

Stonebridge Financial Planning Group’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-680
Closed -$1K – 381
2021
Q4 		$1K Hold
680
– – ﹤0.01% 401
2021
Q3 		$1K Hold
680
– – ﹤0.01% 406
2021
Q2 		$1K Sell
680
-4,705
-87% -$6.92K ﹤0.01% 419
2021
Q1 		$12K Hold
5,385
– – 0.01% 347
2020
Q4 		$13K Sell
5,385
-8,300
-61% -$20K 0.01% 314
2020
Q3 		$25K Hold
13,685
– – 0.02% 252
2020
Q2 		$30K Sell
13,685
-8,250
-38% -$18.1K 0.03% 222
2020
Q1 		$31K Sell
21,935
-1,900
-8% -$2.69K 0.03% 205
2019
Q4 		$72K Buy
+23,835
New +$72K 0.07% 152

Other funds holding FRE

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 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
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

Stonebridge Financial Planning Group's FRE Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q1 2022, closing a stake of 680 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in FRE in Q4 2019 and held it in 9 quarters. The position peaked at $72K in Q4 2019. 7 funds tracked by Wall St. Rank hold FRE as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining FREDDIE MAC D/B/A VOTING position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 680 FREDDIE MAC D/B/A VOTING shares in Q1 2022, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in FREDDIE MAC D/B/A VOTING in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's FREDDIE MAC D/B/A VOTING position peaked at $72K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.