W
FIRY

Wealthquest’s Firy Inc FIRY Stock Holding History

Wealthquest’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
2025
Q1 		– Sell
-12,100
Closed -$60.9K – 141
2024
Q4 		$60.9K Hold
12,100
– – 0.01% 128
2024
Q3 		$68K Buy
+12,100
New +$74.7K 0.01% 130
2022
Q4 		– Sell
-12,100
Closed -$246K – 129
2022
Q3 		$246K Hold
12,100
– – 0.03% 105
2022
Q2 		$300K Buy
12,100
+1,675
+16% +$65.4K 0.05% 96
2022
Q1 		$1.55M Hold
10,425
– – 0.24% 43
2021
Q4 		$1.55M Buy
+10,425
New +$2M 0.24% 43

Other funds holding FIRY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Wealthquest's FIRY Position: Q1 2025 in Review

Wealthquest sold out of Firy Inc (FIRY) in Q1 2025, closing a stake of 12,100 shares — an estimated $60.9K sold.

Wealthquest first reported a position in FIRY in Q4 2021 and held it in 6 quarters. The position peaked at $1.55M in Q1 2022. 77 funds tracked by Wall St. Rank hold FIRY as of Q1 2025.

  • Wealthquest reported no remaining Firy Inc position as of Q1 2025 after selling out during the quarter.
  • Wealthquest sold 12,100 Firy Inc shares in Q1 2025, an estimated $60.9K.
  • Wealthquest first reported a position in Firy Inc in Q4 2021 and held it in 6 quarters.
  • Wealthquest's Firy Inc position peaked at $1.55M in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Firy Inc as of Q1 2025.

Based on Wealthquest's 13F filing for Q1 2025, filed 23 Apr 2025.