CWM
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Castle Wealth Management’s FormFactor FORM Stock Holding History

Castle 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
2022
Q4 		– Sell
-58
Closed -$1K – 295
2022
Q3 		$1K Hold
58
– – ﹤0.01% 622
2022
Q2 		$2K Buy
+58
New +$2.24K ﹤0.01% 569

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's FORM Position: Q4 2022 in Review

Castle Wealth Management sold out of FormFactor (FORM) in Q4 2022, closing a stake of 58 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in FORM in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 210 funds tracked by Wall St. Rank hold FORM as of Q4 2022.

  • Castle Wealth Management reported no remaining FormFactor position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 58 FormFactor shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in FormFactor in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's FormFactor position peaked at $2K in Q2 2022.
  • 210 funds tracked by Wall St. Rank held FormFactor as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.