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Juncture Wealth Strategies’s FormFactor FORM Stock Holding History

Juncture Wealth Strategies’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
-10,462
Closed -$398K – 121
2021
Q2 		$398K Buy
10,462
+4,553
+77% +$179K 0.23% 82
2021
Q1 		$253K Buy
+5,909
New +$269K 0.16% 87
2020
Q3 		– Sell
-9,433
Closed -$277K – 105
2020
Q2 		$277K Buy
+9,433
New +$233K 0.21% 90

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

Juncture Wealth Strategies's FORM Position: Q3 2021 in Review

Juncture Wealth Strategies sold out of FormFactor (FORM) in Q3 2021, closing a stake of 10,462 shares — an estimated $398K sold.

Juncture Wealth Strategies first reported a position in FORM in Q2 2020 and held it in 3 quarters. The position peaked at $398K in Q2 2021. 226 funds tracked by Wall St. Rank hold FORM as of Q3 2021.

  • Juncture Wealth Strategies reported no remaining FormFactor position as of Q3 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 10,462 FormFactor shares in Q3 2021, an estimated $398K.
  • Juncture Wealth Strategies first reported a position in FormFactor in Q2 2020 and held it in 3 quarters.
  • Juncture Wealth Strategies's FormFactor position peaked at $398K in Q2 2021.
  • 226 funds tracked by Wall St. Rank held FormFactor as of Q3 2021.

Based on Juncture Wealth Strategies's 13F filing for Q3 2021, filed 15 Oct 2021.