Circle Wealth Management’s FormFactor FORM Stock Holding History

Circle 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
2020 Q1	–	Sell	-7,810	Closed	-$203K	–	202
2019 Q4	$203K	Buy	+7,810	New	+$176K	0.04%	180

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Circle Wealth Management's FORM Position: Q1 2020 in Review

Circle Wealth Management sold out of FormFactor (FORM) in Q1 2020, closing a stake of 7,810 shares — an estimated $203K sold.

Circle Wealth Management first reported a position in FORM in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 206 funds tracked by Wall St. Rank hold FORM as of Q1 2020.

Circle Wealth Management reported no remaining FormFactor position as of Q1 2020 after selling out during the quarter.
Circle Wealth Management sold 7,810 FormFactor shares in Q1 2020, an estimated $203K.
Circle Wealth Management first reported a position in FormFactor in Q4 2019 and held it in 1 quarter.
Circle Wealth Management's FormFactor position peaked at $203K in Q4 2019.
206 funds tracked by Wall St. Rank held FormFactor as of Q1 2020.

Based on Circle Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.