JGIA
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Jackson Grant Investment Advisers’s FormFactor FORM Stock Holding History

Jackson Grant Investment Advisers’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-599
Closed -$22K – 362
2021
Q2 		$22K Hold
599
– – 0.01% 284
2021
Q1 		$27K Hold
599
– – 0.01% 258
2020
Q4 		$26K Buy
+599
New +$21.6K 0.01% 231

Other funds holding FORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Jackson Grant Investment Advisers's FORM Position: Q3 2021 in Review

Jackson Grant Investment Advisers sold out of FormFactor (FORM) in Q3 2021, closing a stake of 599 shares — an estimated $22K sold.

Jackson Grant Investment Advisers first reported a position in FORM in Q4 2020 and held it in 3 quarters. The position peaked at $27K in Q1 2021. 226 funds tracked by Wall St. Rank hold FORM as of Q3 2021.

  • Jackson Grant Investment Advisers reported no remaining FormFactor position as of Q3 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 599 FormFactor shares in Q3 2021, an estimated $22K.
  • Jackson Grant Investment Advisers first reported a position in FormFactor in Q4 2020 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's FormFactor position peaked at $27K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held FormFactor as of Q3 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.