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Sutton Wealth Advisors’s Freshworks FRSH Stock Holding History

Sutton Wealth Advisors’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$139 Hold
7
– – ﹤0.01% 849
2023
Q2 		$123 Hold
7
– – ﹤0.01% 843
2023
Q1 		$108 Buy
7
+2
+40% +$30 ﹤0.01% 797
2022
Q4 		$74 Buy
5
+4
+400% +$55 ﹤0.01% 1651
2022
Q3 		$13 Buy
+1
New +$14 ﹤0.01% 1634

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Steadview Capital Management London, United Kingdom $227M AUM 56.13% 1-Year Est. Return

Sutton Wealth Advisors's FRSH Position: Q3 2023 in Review

Sutton Wealth Advisors held its Freshworks (FRSH) position steady in Q3 2023 at 7 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Sutton Wealth Advisors first reported a position in FRSH in Q3 2022 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold FRSH as of Q3 2023.

  • Sutton Wealth Advisors held 7 shares of Freshworks worth $139 as of Q3 2023.
  • Sutton Wealth Advisors left its Freshworks share count unchanged in Q3 2023.
  • Freshworks made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #849 holding.
  • Sutton Wealth Advisors first reported a position in Freshworks in Q3 2022 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held Freshworks as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.