SSB
FRMM

Sandy Spring Bank’s Forum Markets FRMM Stock Holding History

Sandy Spring Bank’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
2024
Q1 		– Hold
0
– -$11 – 1247
2023
Q4 		– Hold
0
– – – 1172
2023
Q3 		– Hold
0
– – – 1172
2023
Q2 		– Hold
0
– – – 1208
2023
Q1 		– Hold
0
– – – 1142
2022
Q4 		– Hold
0
– – – 1113
2022
Q3 		– Hold
0
– – – 1071
2022
Q2 		– Hold
0
– – – 1072
2022
Q1 		– Hold
0
– – – 1009
2021
Q4 		– Hold
0
– – – 1041
2021
Q3 		– Hold
0
– – – 961
2021
Q2 		– Hold
0
– – – 889

Other funds holding FRMM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return