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TriaGen Wealth Management’s Freshpet FRPT Stock Holding History

TriaGen Wealth Management’s Portfolio FRPT Stock Details FRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,794
Closed -$200K – 170
2022
Q4 		$200K Buy
+3,794
New +$226K 0.11% 161

Other funds holding FRPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

TriaGen Wealth Management's FRPT Position: Q1 2023 in Review

TriaGen Wealth Management sold out of Freshpet (FRPT) in Q1 2023, closing a stake of 3,794 shares — an estimated $200K sold.

TriaGen Wealth Management first reported a position in FRPT in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 260 funds tracked by Wall St. Rank hold FRPT as of Q1 2023.

  • TriaGen Wealth Management reported no remaining Freshpet position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,794 Freshpet shares in Q1 2023, an estimated $200K.
  • TriaGen Wealth Management first reported a position in Freshpet in Q4 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Freshpet position peaked at $200K in Q4 2022.
  • 260 funds tracked by Wall St. Rank held Freshpet as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.