Straight Path Wealth Management’s Franchise Group, Inc. FRG Stock Holding History

Straight Path Wealth Management’s Portfolio FRG Stock Details FRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-25,100	Closed	-$719K	–	85
2023 Q2	$719K	Sell	25,100 -100	-0.4%	-$2.87K	0.49%	26
2023 Q1	$687K	Buy	+25,200	New	+$725K	0.55%	24
2022 Q3	–	Sell	-8,200	Closed	-$288K	–	79
2022 Q2	$288K	Hold	8,200	–	–	0.28%	52
2022 Q1	$340K	Buy	+8,200	New	+$380K	0.29%	46

Straight Path Wealth Management's FRG Position: Q3 2023 in Review

Straight Path Wealth Management sold out of Franchise Group, Inc. (FRG) in Q3 2023, closing a stake of 25,100 shares — an estimated $719K sold.

Straight Path Wealth Management first reported a position in FRG in Q1 2022 and held it in 4 quarters. The position peaked at $719K in Q2 2023. 0 funds tracked by Wall St. Rank hold FRG as of Q3 2023.

Straight Path Wealth Management reported no remaining Franchise Group, Inc. position as of Q3 2023 after selling out during the quarter.
Straight Path Wealth Management sold 25,100 Franchise Group, Inc. shares in Q3 2023, an estimated $719K.
Straight Path Wealth Management first reported a position in Franchise Group, Inc. in Q1 2022 and held it in 4 quarters.
Straight Path Wealth Management's Franchise Group, Inc. position peaked at $719K in Q2 2023.
0 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q3 2023.

Based on Straight Path Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.