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Forum Financial Management’s monday.com MNDY Stock Holding History

Forum Financial Management’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,680
Closed -$519K – 654
2021
Q4 		$519K Buy
+1,680
New +$574K 0.03% 238

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ICP
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SV
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HLA
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SI
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Forum Financial Management's MNDY Position: Q1 2022 in Review

Forum Financial Management sold out of monday.com (MNDY) in Q1 2022, closing a stake of 1,680 shares — an estimated $519K sold.

Forum Financial Management first reported a position in MNDY in Q4 2021 and held it in 1 quarter. The position peaked at $519K in Q4 2021. 149 funds tracked by Wall St. Rank hold MNDY as of Q1 2022.

  • Forum Financial Management reported no remaining monday.com position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 1,680 monday.com shares in Q1 2022, an estimated $519K.
  • Forum Financial Management first reported a position in monday.com in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's monday.com position peaked at $519K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held monday.com as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.