Forum Financial Management’s Ginkgo Bioworks DNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-250
Closed -$3.34K 772
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

Forum Financial Management's DNA Position: Q3 2024 in Review

Forum Financial Management sold out of Ginkgo Bioworks (DNA) in Q3 2024, closing a stake of 250 shares — an estimated $3.34K sold.

Forum Financial Management first reported a position in DNA in Q1 2022 and held it in 9 quarters. The position peaked at $48K in Q1 2022. 159 funds tracked by Wall St. Rank hold DNA as of Q3 2024.

  • Forum Financial Management reported no remaining Ginkgo Bioworks position as of Q3 2024 after selling out during the quarter.
  • Forum Financial Management sold 250 Ginkgo Bioworks shares in Q3 2024, an estimated $3.34K.
  • Forum Financial Management first reported a position in Ginkgo Bioworks in Q1 2022 and held it in 9 quarters.
  • Forum Financial Management's Ginkgo Bioworks position peaked at $48K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q3 2024.

Based on Forum Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.