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Forum Financial Management’s Sarepta Therapeutics SRPT Stock Holding History

Forum Financial Management’s Portfolio SRPT Stock Details SRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,770
Closed -$215K – 927
2024
Q4 		$215K Buy
1,770
+69
+4% +$8.46K ﹤0.01% 810
2024
Q3 		$212K Buy
1,701
+21
+1% +$2.9K ﹤0.01% 698
2024
Q2 		$265K Buy
+1,680
New +$216K ﹤0.01% 532

Other funds holding SRPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Forum Financial Management's SRPT Position: Q1 2025 in Review

Forum Financial Management sold out of Sarepta Therapeutics (SRPT) in Q1 2025, closing a stake of 1,770 shares — an estimated $215K sold.

Forum Financial Management first reported a position in SRPT in Q2 2024 and held it in 3 quarters. The position peaked at $265K in Q2 2024. 430 funds tracked by Wall St. Rank hold SRPT as of Q1 2025.

  • Forum Financial Management reported no remaining Sarepta Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,770 Sarepta Therapeutics shares in Q1 2025, an estimated $215K.
  • Forum Financial Management first reported a position in Sarepta Therapeutics in Q2 2024 and held it in 3 quarters.
  • Forum Financial Management's Sarepta Therapeutics position peaked at $265K in Q2 2024.
  • 430 funds tracked by Wall St. Rank held Sarepta Therapeutics as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.