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Forum Financial Management’s Avis CAR Stock Holding History

Forum Financial Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,174
Closed -$208K – 744
2023
Q4 		$208K Hold
1,174
– – ﹤0.01% 630
2023
Q3 		$211K Hold
1,174
– – ﹤0.01% 569
2023
Q2 		$268K Buy
1,174
+14
+1% +$2.56K 0.01% 477
2023
Q1 		$226K Buy
+1,160
New +$233K 0.01% 506
2022
Q2 		– Sell
-1,160
Closed -$305K – 590
2022
Q1 		$305K Hold
1,160
– – 0.01% 386
2021
Q4 		$241K Buy
+1,160
New +$257K 0.01% 525

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forum Financial Management's CAR Position: Q1 2024 in Review

Forum Financial Management sold out of Avis (CAR) in Q1 2024, closing a stake of 1,174 shares — an estimated $208K sold.

Forum Financial Management first reported a position in CAR in Q4 2021 and held it in 6 quarters. The position peaked at $305K in Q1 2022. 261 funds tracked by Wall St. Rank hold CAR as of Q1 2024.

  • Forum Financial Management reported no remaining Avis position as of Q1 2024 after selling out during the quarter.
  • Forum Financial Management sold 1,174 Avis shares in Q1 2024, an estimated $208K.
  • Forum Financial Management first reported a position in Avis in Q4 2021 and held it in 6 quarters.
  • Forum Financial Management's Avis position peaked at $305K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Avis as of Q1 2024.

Based on Forum Financial Management's 13F filing for Q1 2024, filed 9 May 2024.