PWA
FRMM

Phoenix Wealth Advisors’s Forum Markets FRMM Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-1
Closed -$11K – 139
2021
Q3 		$11K Hold
1
– – 0.01% 295
2021
Q2 		$19K Hold
1
– – 0.01% 259
2021
Q1 		$13K Buy
+1
New +$17.9K 0.01% 283

Other funds holding FRMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Phoenix Wealth Advisors's FRMM Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Forum Markets (FRMM) in Q4 2021, closing a stake of 1 share — an estimated $11K sold.

Phoenix Wealth Advisors first reported a position in FRMM in Q1 2021 and held it in 3 quarters. The position peaked at $19K in Q2 2021. 34 funds tracked by Wall St. Rank hold FRMM as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Forum Markets position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1 Forum Markets share in Q4 2021, an estimated $11K.
  • Phoenix Wealth Advisors first reported a position in Forum Markets in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Forum Markets position peaked at $19K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Forum Markets as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.