VFA
FIRY

Valeo Financial Advisors’s Firy Inc FIRY Stock Holding History

Valeo Financial Advisors’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
2021
Q4 		– Sell
-158
Closed -$31K – 638
2021
Q3 		$31K Buy
+158
New +$40.9K ﹤0.01% 565

Other funds holding FIRY

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
TVMC
T Ventures Management Company Sydney, Australia $238M AUM 60.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's FIRY Position: Q4 2021 in Review

Valeo Financial Advisors sold out of Firy Inc (FIRY) in Q4 2021, closing a stake of 158 shares — an estimated $31K sold.

Valeo Financial Advisors first reported a position in FIRY in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 249 funds tracked by Wall St. Rank hold FIRY as of Q4 2021.

  • Valeo Financial Advisors reported no remaining Firy Inc position as of Q4 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 158 Firy Inc shares in Q4 2021, an estimated $31K.
  • Valeo Financial Advisors first reported a position in Firy Inc in Q3 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Firy Inc position peaked at $31K in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Firy Inc as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.