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RWA Wealth Partners’s FormFactor FORM Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-2,700
Closed -$36K – 416
2018
Q2 		$36K Buy
2,700
+1,000
+59% +$13.6K ﹤0.01% 459
2018
Q1 		$23K Buy
+1,700
New +$24.6K ﹤0.01% 404

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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

RWA Wealth Partners's FORM Position: Q3 2018 in Review

RWA Wealth Partners sold out of FormFactor (FORM) in Q3 2018, closing a stake of 2,700 shares — an estimated $36K sold.

RWA Wealth Partners first reported a position in FORM in Q1 2018 and held it in 2 quarters. The position peaked at $36K in Q2 2018. 163 funds tracked by Wall St. Rank hold FORM as of Q3 2018.

  • RWA Wealth Partners reported no remaining FormFactor position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 2,700 FormFactor shares in Q3 2018, an estimated $36K.
  • RWA Wealth Partners first reported a position in FormFactor in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's FormFactor position peaked at $36K in Q2 2018.
  • 163 funds tracked by Wall St. Rank held FormFactor as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.