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SYSTM Wealth Solutions’s Freshworks FRSH Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-793
Closed -$10.1K – 297
2024
Q2 		$10.1K Hold
793
– – ﹤0.01% 480
2024
Q1 		$14.4K Buy
+793
New +$16.4K ﹤0.01% 740

Other funds holding FRSH

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's FRSH Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Freshworks (FRSH) in Q3 2024, closing a stake of 793 shares — an estimated $10.1K sold.

SYSTM Wealth Solutions first reported a position in FRSH in Q1 2024 and held it in 2 quarters. The position peaked at $14.4K in Q1 2024. 252 funds tracked by Wall St. Rank hold FRSH as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Freshworks position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 793 Freshworks shares in Q3 2024, an estimated $10.1K.
  • SYSTM Wealth Solutions first reported a position in Freshworks in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Freshworks position peaked at $14.4K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Freshworks as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.