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Morton Brown Family Wealth’s FormFactor FORM Stock Holding History

Morton Brown Family Wealth’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
2023
Q2 		– Sell
-46
Closed -$1.47K – 224
2023
Q1 		$1.47K Buy
+46
New +$1.32K ﹤0.01% 224

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Brown Family Wealth's FORM Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of FormFactor (FORM) in Q2 2023, closing a stake of 46 shares — an estimated $1.47K sold.

Morton Brown Family Wealth first reported a position in FORM in Q1 2023 and held it in 1 quarter. The position peaked at $1.47K in Q1 2023. 233 funds tracked by Wall St. Rank hold FORM as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining FormFactor position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 46 FormFactor shares in Q2 2023, an estimated $1.47K.
  • Morton Brown Family Wealth first reported a position in FormFactor in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's FormFactor position peaked at $1.47K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held FormFactor as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.