Winch Advisory Services’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Winch Advisory Services’s Portfolio FRE Stock Details FRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-609	Closed	–	–	501
2022 Q1	$0	Hold	609	–	–	﹤0.01%	503
2021 Q4	$1K	Hold	609	–	–	﹤0.01%	461
2021 Q3	$0	Hold	609	–	–	﹤0.01%	531
2021 Q2	$1K	Hold	609	–	–	﹤0.01%	477
2021 Q1	$1K	Hold	609	–	–	﹤0.01%	446
2020 Q4	$1K	Hold	609	–	–	﹤0.01%	421
2020 Q3	$1K	Hold	609	–	–	﹤0.01%	384
2020 Q2	$1K	Hold	609	–	–	﹤0.01%	375
2020 Q1	$1K	Hold	609	–	–	﹤0.01%	333
2019 Q4	$2K	Hold	609	–	–	﹤0.01%	330
2019 Q3	$2K	Hold	609	–	–	﹤0.01%	314
2019 Q2	$2K	Hold	609	–	–	﹤0.01%	392
2019 Q1	$2K	Hold	609	–	–	﹤0.01%	339
2018 Q4	$1K	Hold	609	–	–	﹤0.01%	341
2018 Q3	$1K	Hold	609	–	–	﹤0.01%	319
2018 Q2	$1K	Hold	609	–	–	﹤0.01%	334
2018 Q1	$1K	Hold	609	–	–	﹤0.01%	303
2017 Q4	$2K	Hold	609	–	–	﹤0.01%	275
2017 Q3	$2K	Hold	609	–	–	﹤0.01%	264
2017 Q2	$1K	Hold	609	–	–	﹤0.01%	295
2017 Q1	$2K	Hold	609	–	–	﹤0.01%	260
2016 Q4	$2K	Hold	609	–	–	﹤0.01%	243
2016 Q3	$1K	Hold	609	–	–	﹤0.01%	265
2016 Q2	$1K	Hold	609	–	–	﹤0.01%	261
2016 Q1	$1K	Hold	609	–	–	﹤0.01%	234
2015 Q4	$1K	Hold	609	–	–	﹤0.01%	251
2015 Q3	$1K	Hold	609	–	–	﹤0.01%	231
2015 Q2	$1K	Hold	609	–	–	﹤0.01%	278
2015 Q1	$1K	Buy	+609	New	+$1K	﹤0.01%	309
2014 Q4	–	Sell	-609	Closed	–	–	235
2014 Q3	$0	Hold	609	–	–	﹤0.01%	289
2014 Q2	$2K	Hold	609	–	–	﹤0.01%	245
2014 Q1	$2K	Buy	+609	New	+$2K	﹤0.01%	259

Other funds holding FRE

Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Winch Advisory Services's FRE Position: Q2 2022 in Review

Winch Advisory Services sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q2 2022, closing a stake of 609 shares.

Winch Advisory Services first reported a position in FRE in Q1 2014 and held it in 32 quarters. The position peaked at $2K in Q4 2019. 5 funds tracked by Wall St. Rank hold FRE as of Q2 2022.

Winch Advisory Services reported no remaining FREDDIE MAC D/B/A VOTING position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 609 FREDDIE MAC D/B/A VOTING shares in Q2 2022.
Winch Advisory Services first reported a position in FREDDIE MAC D/B/A VOTING in Q1 2014 and held it in 32 quarters.
Winch Advisory Services's FREDDIE MAC D/B/A VOTING position peaked at $2K in Q4 2019.
5 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.