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Schechter Investment Advisors’s FormFactor FORM Stock Holding History

Schechter Investment Advisors’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
2022
Q3 		– Sell
-5,477
Closed -$212K – 965
2022
Q2 		$212K Buy
5,477
+26
+0.5% +$1K 0.02% 827
2022
Q1 		$229K Sell
5,451
-46
-0.8% -$1.92K 0.02% 796
2021
Q4 		$251K Buy
+5,497
New +$225K 0.02% 738

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Schechter Investment Advisors's FORM Position: Q3 2022 in Review

Schechter Investment Advisors sold out of FormFactor (FORM) in Q3 2022, closing a stake of 5,477 shares — an estimated $212K sold.

Schechter Investment Advisors first reported a position in FORM in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2021. 239 funds tracked by Wall St. Rank hold FORM as of Q3 2022.

  • Schechter Investment Advisors reported no remaining FormFactor position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 5,477 FormFactor shares in Q3 2022, an estimated $212K.
  • Schechter Investment Advisors first reported a position in FormFactor in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's FormFactor position peaked at $251K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held FormFactor as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.