CWM
FORM icon

CarsonAllaria Wealth Management’s FormFactor FORM Stock Holding History

CarsonAllaria 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
2023
Q3 		– Sell
-40
Closed -$1.37K – 380
2023
Q2 		$1.37K Hold
40
– – ﹤0.01% 338
2023
Q1 		$1.27K Buy
+40
New +$1.15K ﹤0.01% 324

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CarsonAllaria Wealth Management's FORM Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of FormFactor (FORM) in Q3 2023, closing a stake of 40 shares — an estimated $1.37K sold.

CarsonAllaria Wealth Management first reported a position in FORM in Q1 2023 and held it in 2 quarters. The position peaked at $1.37K in Q2 2023. 231 funds tracked by Wall St. Rank hold FORM as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining FormFactor position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 40 FormFactor shares in Q3 2023, an estimated $1.37K.
  • CarsonAllaria Wealth Management first reported a position in FormFactor in Q1 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's FormFactor position peaked at $1.37K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held FormFactor as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.