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Forum Financial Management’s P3 Health Partners PIII Stock Holding History

Forum Financial Management’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$46K – 602
2022
Q3 		$46K Hold
200
– – ﹤0.01% 533
2022
Q2 		$37K Hold
200
– – ﹤0.01% 570
2022
Q1 		$78K Buy
+200
New +$60K ﹤0.01% 598

Other funds holding PIII

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forum Financial Management's PIII Position: Q4 2022 in Review

Forum Financial Management sold out of P3 Health Partners (PIII) in Q4 2022, closing a stake of 200 shares — an estimated $46K sold.

Forum Financial Management first reported a position in PIII in Q1 2022 and held it in 3 quarters. The position peaked at $78K in Q1 2022. 44 funds tracked by Wall St. Rank hold PIII as of Q4 2022.

  • Forum Financial Management reported no remaining P3 Health Partners position as of Q4 2022 after selling out during the quarter.
  • Forum Financial Management sold 200 P3 Health Partners shares in Q4 2022, an estimated $46K.
  • Forum Financial Management first reported a position in P3 Health Partners in Q1 2022 and held it in 3 quarters.
  • Forum Financial Management's P3 Health Partners position peaked at $78K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held P3 Health Partners as of Q4 2022.

Based on Forum Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.