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Carroll Financial Associates’s FormFactor FORM Stock Holding History

Carroll Financial Associates’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
2020
Q3 		– Sell
-1,329
Closed -$38K – 1555
2020
Q2 		$38K Sell
1,329
-792
-37% -$19.5K ﹤0.01% 704
2020
Q1 		$42K Buy
2,121
+448
+27% +$10.7K ﹤0.01% 612
2019
Q4 		$43K Buy
+1,673
New +$37.7K ﹤0.01% 682

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's FORM Position: Q3 2020 in Review

Carroll Financial Associates sold out of FormFactor (FORM) in Q3 2020, closing a stake of 1,329 shares — an estimated $38K sold.

Carroll Financial Associates first reported a position in FORM in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 222 funds tracked by Wall St. Rank hold FORM as of Q3 2020.

  • Carroll Financial Associates reported no remaining FormFactor position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 1,329 FormFactor shares in Q3 2020, an estimated $38K.
  • Carroll Financial Associates first reported a position in FormFactor in Q4 2019 and held it in 3 quarters.
  • Carroll Financial Associates's FormFactor position peaked at $43K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held FormFactor as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.