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Bartlett & Co Wealth Management’s Formidable ETF FORH Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FORH Stock Details FORH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,622
Closed -$61.3K – 1076
2022
Q4 		$61.3K Buy
2,622
+167
+7% +$4K ﹤0.01% 553
2022
Q3 		$56.4K Buy
+2,455
New +$59.2K ﹤0.01% 549

Other funds holding FORH

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's FORH Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Formidable ETF (FORH) in Q1 2023, closing a stake of 2,622 shares — an estimated $61.3K sold.

Bartlett & Co Wealth Management first reported a position in FORH in Q3 2022 and held it in 2 quarters. The position peaked at $61.3K in Q4 2022. 2 funds tracked by Wall St. Rank hold FORH as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining Formidable ETF position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,622 Formidable ETF shares in Q1 2023, an estimated $61.3K.
  • Bartlett & Co Wealth Management first reported a position in Formidable ETF in Q3 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Formidable ETF position peaked at $61.3K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Formidable ETF as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.