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Beacon Harbor Wealth Advisors’s FormFactor FORM Stock Holding History

Beacon Harbor Wealth Advisors’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
2021
Q1 		– Sell
-129,769
Closed -$5.58M – 72
2020
Q4 		$5.58M Sell
129,769
-6,417
-5% -$232K 2.28% 9
2020
Q3 		$3.4M Buy
+136,186
New +$3.8M 1.66% 20

Other funds holding FORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Harbor Wealth Advisors's FORM Position: Q1 2021 in Review

Beacon Harbor Wealth Advisors sold out of FormFactor (FORM) in Q1 2021, closing a stake of 129,769 shares — an estimated $5.58M sold.

Beacon Harbor Wealth Advisors first reported a position in FORM in Q3 2020 and held it in 2 quarters. The position peaked at $5.58M in Q4 2020. 247 funds tracked by Wall St. Rank hold FORM as of Q1 2021.

  • Beacon Harbor Wealth Advisors reported no remaining FormFactor position as of Q1 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 129,769 FormFactor shares in Q1 2021, an estimated $5.58M.
  • Beacon Harbor Wealth Advisors first reported a position in FormFactor in Q3 2020 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's FormFactor position peaked at $5.58M in Q4 2020.
  • 247 funds tracked by Wall St. Rank held FormFactor as of Q1 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.