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Freshworks shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Freshworks (FRSH) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Freshworks

Tip: Access up to 7 years of quarterly data

All positions including Freshworks held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Freshworks by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $44k 1.9k 23.49
2023-09-30 $37k 1.9k 19.92

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding Freshworks

Vanguard Group
Alphabet
Alliancebernstein
Investec Asset Management
Franklin Resources
Steadview Capital Management
T. Rowe Price Associates
Lord, Abbett & Co
ClearBridge Advisors
Norges Bank Investment Management
Deutsche Bank Aktiengesellschaft
Dimensional Fund Advisors
Damian Sousa
Investec Asset Management North America
Mirae Asset Global Investments

View all funds holding Freshworks