Forum Financial Management’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

Forum Financial Management’s Portfolio GRTS Stock Details GRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-254,748	Closed	-$148K	–	967
2024 Q3	$148K	Buy	254,748 +4,748	+2%	+$2.66K	﹤0.01%	739
2024 Q2	$154K	Buy	250,000 +96,763	+63%	+$81.8K	﹤0.01%	687
2024 Q1	$394K	Buy	153,237 +63,237	+70%	+$155K	0.01%	404
2023 Q4	$184K	Buy	90,000 +72,201	+406%	+$132K	﹤0.01%	656
2023 Q3	$30.6K	Buy	17,799 +7,799	+78%	+$13.8K	﹤0.01%	636
2023 Q2	$19.5K	Hold	10,000	–	–	﹤0.01%	658
2023 Q1	$27.8K	Buy	+10,000	New	+$28.6K	﹤0.01%	617

Other funds holding GRTS

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Forum Financial Management's GRTS Position: Q4 2024 in Review

Forum Financial Management sold out of Gritstone bio, Inc. Common Stock (GRTS) in Q4 2024, closing a stake of 254,748 shares — an estimated $148K sold.

Forum Financial Management first reported a position in GRTS in Q1 2023 and held it in 7 quarters. The position peaked at $394K in Q1 2024. 6 funds tracked by Wall St. Rank hold GRTS as of Q4 2024.

Forum Financial Management reported no remaining Gritstone bio, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Forum Financial Management sold 254,748 Gritstone bio, Inc. Common Stock shares in Q4 2024, an estimated $148K.
Forum Financial Management first reported a position in Gritstone bio, Inc. Common Stock in Q1 2023 and held it in 7 quarters.
Forum Financial Management's Gritstone bio, Inc. Common Stock position peaked at $394K in Q1 2024.
6 funds tracked by Wall St. Rank held Gritstone bio, Inc. Common Stock as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.