HF
FRMM

HRT Financial’s Forum Markets FRMM Stock Holding History

HRT Financial’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-197
Closed -$8K – 2295
2023
Q4 		$8K Buy
197
+144
+272% +$10.1K ﹤0.01% 2093
2023
Q3 		$6K Buy
+53
New +$7.91K ﹤0.01% 2164
2021
Q2 		– Sell
-5
Closed -$115K – 2825
2021
Q1 		$115K Buy
+5
New +$89.5K ﹤0.01% 2440

Other funds holding FRMM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

HRT Financial's FRMM Position: Q1 2024 in Review

HRT Financial sold out of Forum Markets (FRMM) in Q1 2024, closing a stake of 197 shares — an estimated $8K sold.

HRT Financial first reported a position in FRMM in Q1 2021 and held it in 3 quarters. The position peaked at $115K in Q1 2021. 5 funds tracked by Wall St. Rank hold FRMM as of Q1 2024.

  • HRT Financial reported no remaining Forum Markets position as of Q1 2024 after selling out during the quarter.
  • HRT Financial sold 197 Forum Markets shares in Q1 2024, an estimated $8K.
  • HRT Financial first reported a position in Forum Markets in Q1 2021 and held it in 3 quarters.
  • HRT Financial's Forum Markets position peaked at $115K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Forum Markets as of Q1 2024.

Based on HRT Financial's 13F filing for Q1 2024, filed 13 May 2024.