Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,890
Closed -$105K 301
2023
Q1
$105K Hold
8,890
0.01% 265
2022
Q4
$90.1K Sell
8,890
-15
-0.2% -$276 0.01% 263
2022
Q3
$182K Sell
8,905
-770
-8% -$21.7K 0.02% 236
2022
Q2
$240K Buy
9,675
+5
+0.1% +$195 0.04% 203
2022
Q1
$580K Hold
9,670
0.08% 127
2021
Q4
$1.44M Buy
9,670
+888
+10% +$171K 0.31% 58
2021
Q3
$1.73M Buy
+8,782
New +$2.27M 0.25% 57

Other funds holding FIRY

WMS Partners's FIRY Position: Q2 2023 in Review

WMS Partners sold out of Firy Inc (FIRY) in Q2 2023, closing a stake of 8,890 shares — an estimated $105K sold.

WMS Partners first reported a position in FIRY in Q3 2021 and held it in 7 quarters. The position peaked at $1.73M in Q3 2021. 103 funds tracked by Wall St. Rank hold FIRY as of Q2 2023.

  • WMS Partners reported no remaining Firy Inc position as of Q2 2023 after selling out during the quarter.
  • WMS Partners sold 8,890 Firy Inc shares in Q2 2023, an estimated $105K.
  • WMS Partners first reported a position in Firy Inc in Q3 2021 and held it in 7 quarters.
  • WMS Partners's Firy Inc position peaked at $1.73M in Q3 2021.
  • 103 funds tracked by Wall St. Rank held Firy Inc as of Q2 2023.

Based on WMS Partners's 13F filing for Q2 2023, filed 14 Aug 2023.