FIM
FORTY

Freedom Investment Management’s Formula Systems FORTY Stock Holding History

Freedom Investment Management’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,358
Closed -$292K – 843
2021
Q4 		$292K Buy
+2,358
New +$269K 0.02% 684

Other funds holding FORTY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
TA
TFG Advisers Auburn Hills, Michigan $292M AUM 15.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Freedom Investment Management's FORTY Position: Q1 2022 in Review

Freedom Investment Management sold out of Formula Systems (FORTY) in Q1 2022, closing a stake of 2,358 shares — an estimated $292K sold.

Freedom Investment Management first reported a position in FORTY in Q4 2021 and held it in 1 quarter. The position peaked at $292K in Q4 2021. 15 funds tracked by Wall St. Rank hold FORTY as of Q1 2022.

  • Freedom Investment Management reported no remaining Formula Systems position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 2,358 Formula Systems shares in Q1 2022, an estimated $292K.
  • Freedom Investment Management first reported a position in Formula Systems in Q4 2021 and held it in 1 quarter.
  • Freedom Investment Management's Formula Systems position peaked at $292K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Formula Systems as of Q1 2022.

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