Tempus Wealth Planning’s Freshworks FRSH Stock Holding History

Tempus Wealth Planning’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 Q4	–	Sell	-11,284	Closed	-$130K	–	254
2024 Q3	$130K	Buy	+11,284	New	+$135K	0.05%	216

Other funds holding FRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tempus Wealth Planning's FRSH Position: Q4 2024 in Review

Tempus Wealth Planning sold out of Freshworks (FRSH) in Q4 2024, closing a stake of 11,284 shares — an estimated $130K sold.

Tempus Wealth Planning first reported a position in FRSH in Q3 2024 and held it in 1 quarter. The position peaked at $130K in Q3 2024. 279 funds tracked by Wall St. Rank hold FRSH as of Q4 2024.

Tempus Wealth Planning reported no remaining Freshworks position as of Q4 2024 after selling out during the quarter.
Tempus Wealth Planning sold 11,284 Freshworks shares in Q4 2024, an estimated $130K.
Tempus Wealth Planning first reported a position in Freshworks in Q3 2024 and held it in 1 quarter.
Tempus Wealth Planning's Freshworks position peaked at $130K in Q3 2024.
279 funds tracked by Wall St. Rank held Freshworks as of Q4 2024.

Based on Tempus Wealth Planning's 13F filing for Q4 2024, filed 24 Jan 2025.