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Forum Financial Management’s Ginkgo Bioworks DNA Stock Holding History

Forum Financial Management’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-250
Closed -$3.34K – 773
2024
Q2 		$3.34K Hold
250
– – ﹤0.01% 716
2024
Q1 		$11.6K Buy
+250
New +$12.9K ﹤0.01% 740
2023
Q4 		– Sell
-305
Closed -$22.1K – 697
2023
Q3 		$22.1K Hold
305
– – ﹤0.01% 637
2023
Q2 		$22.7K Hold
305
– – ﹤0.01% 654
2023
Q1 		$16.2K Hold
305
– – ﹤0.01% 619
2022
Q4 		$20.6K Hold
305
– – ﹤0.01% 592
2022
Q3 		$38K Buy
305
+5
+2% +$596 ﹤0.01% 536
2022
Q2 		$29K Hold
300
– – ﹤0.01% 571
2022
Q1 		$48K Buy
+300
New +$58.4K ﹤0.01% 605

Other funds holding DNA

Viking Global Investors
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $758M AUM 124.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return