AWM
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Avior Wealth Management’s FormFactor FORM Stock Holding History

Avior Wealth Management’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,283
Closed -$206K – 723
2025
Q1 		$206K Buy
7,283
+6,025
+479% +$221K 0.01% 653
2024
Q4 		$55.4K Buy
1,258
+41
+3% +$1.76K ﹤0.01% 1110
2024
Q3 		$56K Sell
1,217
-114
-9% -$5.69K ﹤0.01% 1078
2024
Q2 		$80.6K Sell
1,331
-376
-22% -$19.6K ﹤0.01% 931
2024
Q1 		$77.9K Buy
+1,707
New +$71.1K ﹤0.01% 1054

Other funds holding FORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's FORM Position: Q2 2025 in Review

Avior Wealth Management sold out of FormFactor (FORM) in Q2 2025, closing a stake of 7,283 shares — an estimated $206K sold.

Avior Wealth Management first reported a position in FORM in Q1 2024 and held it in 5 quarters. The position peaked at $206K in Q1 2025. 300 funds tracked by Wall St. Rank hold FORM as of Q2 2025.

  • Avior Wealth Management reported no remaining FormFactor position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7,283 FormFactor shares in Q2 2025, an estimated $206K.
  • Avior Wealth Management first reported a position in FormFactor in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's FormFactor position peaked at $206K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held FormFactor as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.