IA
FRMM

IFP Advisors’s Forum Markets FRMM Stock Holding History

IFP Advisors’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
2025
Q1 		– Sell
-5
Closed -$91 – 4330
2024
Q4 		$91 Buy
+5
New +$131 ﹤0.01% 4067
2024
Q2 		– Sell
-100
Closed -$197 – 3237
2024
Q1 		$197 Buy
+100
New +$3.69K ﹤0.01% 3030
2022
Q4 		– Hold
0
– -$2K – 4604
2022
Q3 		– Hold
0
– – – 4315
2022
Q2 		– Hold
0
– – – 4082
2022
Q1 		– Hold
0
– – – 4082

Other funds holding FRMM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

IFP Advisors's FRMM Position: Q1 2025 in Review

IFP Advisors sold out of Forum Markets (FRMM) in Q1 2025, closing a stake of 5 shares — an estimated $91 sold.

IFP Advisors first reported a position in FRMM in Q1 2024 and held it in 2 quarters. The position peaked at $197 in Q1 2024. 7 funds tracked by Wall St. Rank hold FRMM as of Q1 2025.

  • IFP Advisors reported no remaining Forum Markets position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 5 Forum Markets shares in Q1 2025, an estimated $91.
  • IFP Advisors first reported a position in Forum Markets in Q1 2024 and held it in 2 quarters.
  • IFP Advisors's Forum Markets position peaked at $197 in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Forum Markets as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.