SFG
FIRY

Synergy Financial Group’s Firy Inc FIRY Stock Holding History

Synergy Financial Group’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
-552
Closed -$11K – 82
2022
Q3 		$11K Sell
552
-35
-6% -$987 0.02% 88
2022
Q2 		$15K Sell
587
-267
-31% -$10.4K 0.02% 83
2022
Q1 		$51K Sell
854
-146
-15% -$11.9K 0.05% 97
2021
Q4 		$149K Buy
+1,000
New +$192K 0.13% 105

Other funds holding FIRY

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Synergy Financial Group's FIRY Position: Q4 2022 in Review

Synergy Financial Group sold out of Firy Inc (FIRY) in Q4 2022, closing a stake of 552 shares — an estimated $11K sold.

Synergy Financial Group first reported a position in FIRY in Q4 2021 and held it in 4 quarters. The position peaked at $149K in Q4 2021. 189 funds tracked by Wall St. Rank hold FIRY as of Q4 2022.

  • Synergy Financial Group reported no remaining Firy Inc position as of Q4 2022 after selling out during the quarter.
  • Synergy Financial Group sold 552 Firy Inc shares in Q4 2022, an estimated $11K.
  • Synergy Financial Group first reported a position in Firy Inc in Q4 2021 and held it in 4 quarters.
  • Synergy Financial Group's Firy Inc position peaked at $149K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Firy Inc as of Q4 2022.

Based on Synergy Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.