Bison Wealth’s FormFactor FORM Stock Holding History

Bison Wealth’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
2023 Q4	–	Sell	-7,908	Closed	-$276K	–	411
2023 Q3	$276K	Sell	7,908 -7,088	-47%	-$238K	0.05%	320
2023 Q2	$513K	Buy	14,996 +200	+1%	+$5.97K	0.1%	211
2023 Q1	$424K	Sell	14,796 -80	-0.5%	-$2.29K	0.13%	166
2022 Q4	$411K	Sell	14,876 -1,107	-7%	-$25.8K	0.13%	173
2022 Q3	$400K	Buy	+15,983	New	+$519K	0.16%	164

Other funds holding FORM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's FORM Position: Q4 2023 in Review

Bison Wealth sold out of FormFactor (FORM) in Q4 2023, closing a stake of 7,908 shares — an estimated $276K sold.

Bison Wealth first reported a position in FORM in Q3 2022 and held it in 5 quarters. The position peaked at $513K in Q2 2023. 246 funds tracked by Wall St. Rank hold FORM as of Q4 2023.

Bison Wealth reported no remaining FormFactor position as of Q4 2023 after selling out during the quarter.
Bison Wealth sold 7,908 FormFactor shares in Q4 2023, an estimated $276K.
Bison Wealth first reported a position in FormFactor in Q3 2022 and held it in 5 quarters.
Bison Wealth's FormFactor position peaked at $513K in Q2 2023.
246 funds tracked by Wall St. Rank held FormFactor as of Q4 2023.

Based on Bison Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.