VitalStone Financial’s Firy Inc FIRY Stock Holding History

VitalStone Financial’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
2023 Q3	–	Sell	-40	Closed	–	–	617
2023 Q2	$0	Buy	40 +38	+1,900%	+$440	﹤0.01%	1034
2023 Q1	$0	Hold	2	–	–	﹤0.01%	493
2022 Q4	$0	Buy	+2	New	+$37	﹤0.01%	583

Other funds holding FIRY

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

VitalStone Financial's FIRY Position: Q3 2023 in Review

VitalStone Financial sold out of Firy Inc (FIRY) in Q3 2023, closing a stake of 40 shares.

VitalStone Financial first reported a position in FIRY in Q4 2022 and held it in 3 quarters. The position peaked at $0 in Q2 2023. 109 funds tracked by Wall St. Rank hold FIRY as of Q3 2023.

VitalStone Financial reported no remaining Firy Inc position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 40 Firy Inc shares in Q3 2023.
VitalStone Financial first reported a position in Firy Inc in Q4 2022 and held it in 3 quarters.
VitalStone Financial's Firy Inc position peaked at $0 in Q2 2023.
109 funds tracked by Wall St. Rank held Firy Inc as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.